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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1002 | 1052 | 1069 | 1118 | 1221 |
Fund Return | 5.22% | 0.23% | 5.22% | 2.25% | 2.25% | 2.02% |
Place in category | 180 | 138 | 180 | 123 | 106 | 138 |
% in Category | 36 | 30 | 36 | 28 | 26 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.05B | 3.81 | -1.29 | 1.95 | ||
JPMorgan Core Bond Select | 21.72B | 3.66 | -1.43 | 1.78 | ||
JPMorgan Core Plus Bond R6 | 13.48B | 4.74 | -0.96 | 2.21 | ||
JPMorgan Strategic Income Opps Sel | 7.38B | 4.62 | 3.43 | 2.71 | ||
JPMorgan Core Plus Bond Select | 6.91B | 4.52 | -1.04 | 2.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Short-Term Investment-Grad | 36.76B | 5.06 | 1.68 | 2.27 | ||
Vanguard Instl Intrm-Trm Bd Instl P | 30.7B | 3.25 | 0.03 | 1.74 | ||
Lord Abbett Short Duration Income I | 26.09B | 5.55 | 2.01 | 2.48 | ||
Vanguard Short-Term Bond Index Adm | 12.21B | 3.73 | 0.88 | 1.60 | ||
Vanguard Short-Term Investment-Graa | 11.94B | 5.09 | 1.71 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.875% | - | 4.20 | - | - | |
United States Treasury Notes 4.625% | - | 3.37 | - | - | |
United States Treasury Notes 4% | - | 3.00 | - | - | |
United States Treasury Notes 4.125% | - | 2.40 | - | - | |
United States Treasury Notes 4.5% | - | 2.39 | - | - |
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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