
Please try another search
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 | 1009 | 1009 | 1048 | 1122 | 1181 | 1288 |
Fund Return | 0.87% | 0.87% | 4.75% | 3.9% | 3.37% | 2.57% |
Place in category | 212 | 212 | 210 | 115 | 151 | 80 |
% in Category | 63 | 63 | 68 | 43 | 64 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.45B | 3.00 | 1.13 | 1.93 | ||
JPMorgan Core Bond Select | 22.14B | 2.96 | 0.93 | 1.75 | ||
JPMorgan Core Plus Bond R6 | 13.97B | 2.90 | 1.31 | 2.14 | ||
JPMorgan Short Duration Bond R6 | 7.85B | 1.60 | 3.69 | 2.11 | ||
JPMorgan Strategic Income Opps Sel | 7.5B | 1.02 | 4.18 | 2.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 26.25B | 1.74 | 3.73 | 2.98 | ||
BlackRock Strategic Income Opps K | 13.55B | 1.76 | 3.82 | - | ||
PIMCO Mortgage Opportunities Instl | 8.41B | 2.92 | 3.41 | 3.39 | ||
Navigator Tactical Fixed Income I | 7.55B | 0.85 | 4.08 | 5.01 | ||
Guggenheim Macro Opportunities Inst | 7.48B | 1.50 | 4.30 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 6% | - | 6.22 | - | - | |
United States Treasury Notes 4.125% | - | 4.83 | - | - | |
Banco Bilbao Vizcaya Argentaria SA 6.5% | - | 0.68 | - | - | |
HSBC Holdings PLC 6.375% | - | 0.65 | - | - | |
Bofa Securities,i Rp 4.75 | - | 0.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review