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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 1033 | 1074 | 1144 | 1246 | 1432 |
Fund Return | 7.4% | 3.34% | 7.4% | 4.58% | 4.5% | 3.66% |
Place in category | 421 | 38 | 421 | 457 | 328 | 275 |
% in Category | 68 | 7 | 68 | 80 | 70 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Highland Fixed Income Fund Class Y | 33.67M | 5.52 | -0.25 | 2.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 73.65B | 4.23 | 0.07 | 2.64 | ||
Strategic Advisers Core Income | 42.91B | 3.82 | -1.77 | 2.03 | ||
Bridge Builder Core Plus Bond | 36.76B | 3.99 | -1.07 | - | ||
PIMCO Total Return Instl | 35.63B | 4.36 | -1.61 | 1.85 | ||
Baird Core Plus Bond Inst | 35.03B | 4.05 | -1.07 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Qwest Corporation 0% | - | 2.16 | - | - | |
United States Treasury Bonds 2.25% | - | 2.15 | - | - | |
Pacific Gas and Electric Company 2.5% | - | 2.11 | - | - | |
Southwest Airlines Co. 7.38% | - | 1.92 | - | - | |
Marriott International, Inc. 4% | - | 1.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Neutral | Neutral | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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