
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1002 | 1032 | 986 | 1039 | 1248 |
Fund Return | 0.69% | 0.18% | 3.23% | -0.48% | 0.76% | 2.24% |
Place in category | 213 | 249 | 185 | 83 | 52 | 31 |
% in Category | 35 | 45 | 36 | 22 | 14 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 362.15B | 0.34 | 3.77 | 1.53 | ||
US3160671075 | 235.47B | 0.35 | 3.80 | 1.56 | ||
US31617H8051 | 111.15B | 0.36 | 4.00 | - | ||
Fidelity US Bond Index Instl Prem | 62.16B | 0.50 | -1.54 | 1.15 | ||
Strategic Advisers Core Income | 41.63B | 0.79 | -1.37 | 1.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 73.1B | 0.57 | 0.22 | 2.39 | ||
Strategic Advisers Core Income | 41.63B | 0.79 | -1.37 | 1.77 | ||
Bridge Builder Core Plus Bond | 38.65B | 0.84 | -0.71 | - | ||
Baird Core Plus Bond Inst | 36.99B | 0.61 | -0.57 | 2.00 | ||
PIMCO Total Return Instl | 35.34B | 0.85 | -1.22 | 1.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.625% | - | 2.91 | - | - | |
United States Treasury Notes 3.5% | - | 2.19 | - | - | |
United States Treasury Notes 3.375% | - | 2.15 | - | - | |
United States Treasury Notes 2.75% | - | 1.80 | - | - | |
United States Treasury Notes 4% | - | 1.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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