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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1010 | 1057 | 1119 | 1138 | 1232 |
Fund Return | 5.7% | 0.99% | 5.7% | 3.83% | 2.61% | 2.11% |
Place in category | 125 | 208 | 125 | 111 | 94 | 57 |
% in Category | 46 | 81 | 46 | 54 | 53 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco High Yield Muni A | 4.79B | 5.06 | -1.65 | 3.15 | ||
Invesco Core Plus Bond R6 | 2.51B | 3.55 | -1.95 | 2.31 | ||
Invesco High Yield Muni Y | 1.81B | 5.32 | -1.43 | 3.40 | ||
Invesco Core Plus Bond Y | 1.47B | 3.51 | -1.98 | 2.26 | ||
Invesco Core Plus Bond A | 1.33B | 3.25 | -2.23 | 2.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 13.16B | 5.66 | 3.57 | - | ||
Putnam Short Duration Income A | 3.1B | 5.56 | 4.14 | 2.08 | ||
Putnam Short Duration Income Y | 6.16B | 5.67 | 4.25 | 2.18 | ||
BBH Limited Duration I | 8.56B | 6.74 | 4.42 | 2.95 | ||
Baird Ultra Short Bond Institutiona | 7.72B | 5.65 | 4.08 | 2.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Kinder Morgan, Inc. 4.3% | - | 1.44 | - | - | |
Apple Inc. 4.421% | - | 1.35 | - | - | |
Bank of Nova Scotia 5.7364% | - | 1.16 | - | - | |
United States Treasury Notes 4.25% | - | 1.16 | - | - | |
Royal Bank of Canada 5.63795% | - | 0.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Neutral | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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