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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1014 | 1064 | 1110 | 1132 | 1223 |
Fund Return | 4.91% | 1.45% | 6.38% | 3.55% | 2.51% | 2.03% |
Place in category | 118 | 90 | 124 | 101 | 90 | 57 |
% in Category | 43 | 37 | 45 | 51 | 50 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco High Yield Muni A | 4.99B | 5.14 | -1.13 | 3.33 | ||
Invesco Core Plus Bond R6 | 2.49B | 3.83 | -1.94 | 2.40 | ||
Invesco High Yield Muni Y | 1.93B | 5.35 | -0.91 | 3.58 | ||
Invesco Core Plus Bond Y | 1.47B | 3.69 | -2.00 | 2.33 | ||
Invesco Corporate Bond Y | 1.35B | 3.94 | -2.13 | 3.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 12.84B | 4.78 | 3.24 | - | ||
Putnam Short Duration Income A | 3.04B | 4.71 | 3.81 | 2.00 | ||
Putnam Short Duration Income Y | 6.09B | 4.80 | 3.91 | 2.10 | ||
BBH Limited Duration I | 7.78B | 5.80 | 4.09 | 2.83 | ||
Baird Ultra Short Bond Institutiona | 6.65B | 4.80 | 3.79 | 2.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Kinder Morgan, Inc. 4.3% | - | 1.38 | - | - | |
Apple Inc. 4.421% | - | 1.30 | - | - | |
United States Treasury Notes 4.25% | - | 1.11 | - | - | |
Bank of Nova Scotia 6.00033% | - | 1.11 | - | - | |
Jackson National Life Global Funding 5.5% | - | 0.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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