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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1012 | 1055 | 1132 | 1138 | 1236 |
Fund Return | 0.95% | 1.25% | 5.52% | 4.21% | 2.62% | 2.14% |
Place in category | 68 | 140 | 156 | 111 | 110 | 63 |
% in Category | 25 | 50 | 58 | 54 | 59 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.92B | 2.85 | 0.16 | 1.96 | ||
JPMorgan Core Bond Select | 22.17B | 2.93 | 0.03 | 1.80 | ||
JPMorgan Core Plus Bond R6 | 13.86B | 2.91 | 0.47 | 2.18 | ||
JPMorgan Short Duration Bond R6 | 7.68B | 1.24 | 3.09 | 2.10 | ||
JPMorgan Strategic Income Opps Sel | 7.58B | 0.59 | 3.98 | 2.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 13.5B | 0.95 | 4.07 | 2.23 | ||
Putnam Short Duration Income A | 3.2B | 0.89 | 4.47 | 2.16 | ||
Putnam Short Duration Income Y | 6.36B | 0.90 | 4.58 | 2.26 | ||
BBH Limited Duration I | 9.17B | 1.05 | 5.01 | 3.03 | ||
Baird Ultra Short Bond Institutiona | 7.92B | 0.82 | 4.44 | 2.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BPCE SA 5.029% | - | 1.57 | - | - | |
United States Treasury Notes 3.375% | - | 1.50 | - | - | |
Federation des Caisses Desjardins du Quebec 5.278% | - | 1.44 | - | - | |
Wells Fargo Securities, L | - | 1.07 | - | - | |
United States Treasury Notes 4.125% | - | 1.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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