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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1007 | 1100 | 992 | 1080 | 1261 |
Fund Return | 5.52% | 0.68% | 9.99% | -0.25% | 1.55% | 2.35% |
Place in category | 44 | 37 | 33 | 36 | 32 | 46 |
% in Category | 9 | 8 | 6 | 11 | 10 | 18 |
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 | 34.84B | 4.05 | -1.07 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 1.25% | - | 4.28 | - | - | |
Government National Mortgage Association 5.5% | - | 3.53 | - | - | |
Southwest Airlines Co. 7.375% | - | 2.50 | - | - | |
Edison International 5.375% | - | 2.47 | - | - | |
Government National Mortgage Association 2.598% | - | 2.45 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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