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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 998 | 1015 | 943 | 950 | 1119 |
Fund Return | 0.49% | -0.22% | 1.48% | -1.94% | -1.02% | 1.13% |
Place in category | 528 | 529 | 512 | 399 | 425 | 250 |
% in Category | 88 | 91 | 91 | 82 | 91 | 77 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.99 | 1.49 | 2.67 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 | ||
Bridge Builder Core Plus Bond | 38.62B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 36.93B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.34B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 2.5% | - | 4.17 | - | - | |
Federal National Mortgage Association 3% | - | 4.11 | - | - | |
United States Treasury Bonds 4.5% | - | 3.33 | - | - | |
United States Treasury Notes 4.75% | - | 3.08 | - | - | |
Federal National Mortgage Association 3.5% | - | 2.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Sell | Strong Buy | Sell |
Summary | Neutral | Strong Buy | Sell |
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