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Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt:Microsoft (NASDAQ:MSFT) remains client’s largest position and has been...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1010 | 1050 | 1090 | 1117 | 1262 |
Fund Return | 3.72% | 0.97% | 4.99% | 2.92% | 2.24% | 2.36% |
Place in category | 258 | 274 | 273 | 86 | 143 | 91 |
% in Category | 87 | 89 | 92 | 35 | 62 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.71B | 5.38 | -0.71 | 2.26 | ||
JPMorgan Core Bond Select | 21.58B | 5.16 | -0.88 | 2.08 | ||
JPMorgan Core Plus Bond R6 | 13.4B | 5.99 | -0.54 | 2.48 | ||
JPMorgan Strategic Income Opps Sel | 7.35B | 4.00 | 3.19 | 2.61 | ||
JPMorgan Core Plus Bond Select | 6.9B | 5.93 | -0.58 | 2.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 25.58B | 6.03 | 2.31 | 3.10 | ||
BlackRock Strategic Income Opps K | 12.62B | 5.99 | 2.36 | - | ||
PIMCO Mortgage Opportunities Instl | 7.62B | 6.58 | 2.08 | 3.39 | ||
Navigator Tactical Fixed Income I | 7.6B | 7.43 | 3.05 | 4.88 | ||
JPMorgan Strategic Income Opps Sel | 7.35B | 4.00 | 3.19 | 2.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 6% | - | 8.23 | - | - | |
Bofa Securities,I Rp 5.75 | - | 0.65 | - | - | |
Credit Agricole S.A. 6.875% | - | 0.59 | - | - | |
General Motors Financial Company Inc 6.00742% | - | 0.55 | - | - | |
Mercedes-Benz Finance North America LLC 5.98374% | - | 0.45 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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