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The “barbell” approach to bond investing typically involves buying a long-term bond fund or ETF and a short-term bond fund or ETF. The idea is that the long-term...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1025 | 1082 | 1206 | 1288 | 1557 |
Fund Return | 8.23% | 2.47% | 8.23% | 6.44% | 5.18% | 4.53% |
Place in category | 113 | 24 | 113 | 48 | 38 | 34 |
% in Category | 57 | 17 | 57 | 24 | 24 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.06B | 8.54 | 6.78 | 4.83 | ||
Fidelity Advisor Floating Rate HiI | 2.25B | 8.51 | 6.71 | 4.78 | ||
Fidelity Convertible Securities | 2.16B | 13.91 | 2.43 | 8.45 | ||
US3157966157 | 1.49B | 14.24 | 3.87 | - | ||
Fidelity Freedom Income | 1.3B | 4.34 | 0.03 | 3.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.06B | 8.54 | 6.78 | 4.83 | ||
Eaton Vance Floating-Rate AdvantagI | 4.19B | 8.84 | 6.51 | 5.18 | ||
T. Rowe Price Instl Floating Rate | 4.1B | 9.14 | 6.85 | 4.97 | ||
Eaton Vance Floating Rate I | 3.03B | 8.08 | 5.80 | 4.53 | ||
Lord Abbett Floating Rate I | 2.69B | 9.01 | 6.57 | 4.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GREAT OUTDOORS TM B2 1LN 03/28 | - | 2.14 | - | - | |
ACRISURE TERM B6 1LN 11/06/30 | - | 1.16 | - | - | |
GOLDEN NUGGET TM B 1LN 01/29 | - | 1.07 | - | - | |
SOLERA TERM B 1LN 6/2/28 | - | 1.05 | - | - | |
UKG TERM B 1LN 02/10/31 | - | 0.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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