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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1009 | 1060 | 978 | 971 | 1106 |
Fund Return | 2.49% | 0.86% | 6.04% | -0.73% | -0.6% | 1.02% |
Place in category | 516 | 499 | 377 | 390 | 388 | 307 |
% in Category | 84 | 84 | 70 | 82 | 85 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin High Yield Tax-Free Inc A | 2.18B | 0.62 | 0.27 | 2.40 | ||
Franklin Strategic Income A | 2.01B | 2.49 | 2.05 | 2.03 | ||
Templeton Global Bond A | 1.52B | 2.34 | -4.60 | -1.75 | ||
Franklin Low Duration Total ReturnA | 1.35B | 1.24 | 2.75 | 1.84 | ||
Franklin High Income A | 1.23B | 2.19 | 5.43 | 4.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.99 | 1.49 | 2.67 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 | ||
Bridge Builder Core Plus Bond | 38.68B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 37.04B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.34B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 2.75% | - | 4.36 | - | - | |
2 Year Treasury Note Future Mar 25 | - | 3.48 | - | - | |
Federal Home Loan Mortgage Corp. 4.5% | - | 2.88 | - | - | |
FANNIE MAE OR FREDDIE MAC 5.5% 02/01/2055 FHLM | - | 2.83 | - | - | |
FANNIE MAE OR FREDDIE MAC 6% 02/01/2055 FHLM | - | 2.83 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Sell | Strong Buy | Sell |
Summary | Neutral | Strong Buy | Sell |
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