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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 995 | 1005 | 930 | 954 | 1072 |
Fund Return | 0.61% | -0.5% | 0.54% | -2.39% | -0.94% | 0.7% |
Place in category | 378 | 567 | 560 | 466 | 415 | 313 |
% in Category | 61 | 98 | 98 | 92 | 89 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 15.27B | 2.80 | -0.67 | 2.51 | ||
Loomis Sayles Investment Grade BonN | 15.27B | 0.59 | 0.20 | 2.67 | ||
Loomis Sayles Investment Grade BonA | 15.27B | 0.57 | -0.10 | 2.34 | ||
Loomis Sayles Investment Grade BonC | 15.27B | 0.52 | -0.84 | 1.57 | ||
Loomis Sayles Core Plus Bond A | 7.74B | 0.75 | -1.63 | 1.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 72.78B | 2.26 | -0.61 | 2.47 | ||
Strategic Advisers Core Income | 41.2B | 0.79 | -1.37 | 1.77 | ||
Bridge Builder Core Plus Bond | 37.95B | 0.84 | -0.71 | - | ||
Baird Core Plus Bond Inst | 36.12B | 0.61 | -0.57 | 2.00 | ||
PIMCO Total Return Instl | 35.29B | 2.61 | -2.15 | 1.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.625% | - | 2.29 | - | - | |
United States Treasury Notes 3.625% | - | 2.26 | - | - | |
United States Treasury Notes 4% | - | 2.15 | - | - | |
United States Treasury Bonds 2% | - | 2.10 | - | - | |
United States Treasury Notes 3.375% | - | 1.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Sell |
Technical Indicators | Strong Buy | Sell | Strong Sell |
Summary | Strong Buy | Sell | Strong Sell |
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