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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1012 | 1059 | 1126 | 1144 | 1238 |
Fund Return | 5.2% | 1.24% | 5.89% | 4.03% | 2.73% | 2.16% |
Place in category | 147 | 147 | 151 | 43 | 55 | 43 |
% in Category | 54 | 54 | 55 | 23 | 30 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs High Yield Muni Instl | 2.44B | 7.24 | 0.06 | 4.32 | ||
Goldman Sachs High Yield Municipal | 789.13M | 7.18 | 0.01 | 4.28 | ||
Goldman Sachs Core Fixed Income Ins | 569.97M | 3.25 | -2.00 | 1.77 | ||
Goldman Sachs Core Fixed Income IR | 439.78M | 3.17 | -2.07 | 1.69 | ||
Goldman Sachs High Yield Muni A | 432.26M | 6.94 | -0.25 | 4.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 12.97B | 5.21 | 3.40 | - | ||
Putnam Short Duration Income A | 3.08B | 5.15 | 3.98 | 2.04 | ||
Putnam Short Duration Income Y | 6.16B | 5.25 | 4.08 | 2.14 | ||
BBH Limited Duration I | 8.48B | 6.32 | 4.33 | 2.89 | ||
PIMCO Short-Term Instl | 6.86B | 5.75 | 3.89 | 2.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 5.45588% | - | 2.47 | - | - | |
United States Treasury Notes 4.625% | - | 1.89 | - | - | |
JPMorgan Chase & Co. 1.561% | - | 1.76 | - | - | |
United States Treasury Notes 4.75% | - | 1.36 | - | - | |
Bank of Nova Scotia 5.45% | - | 1.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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