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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1001 | 1118 | 945 | 1033 | 1213 |
Fund Return | 1.84% | 0.08% | 11.8% | -1.86% | 0.66% | 1.95% |
Place in category | 483 | 478 | 294 | 206 | 130 | 101 |
% in Category | 86 | 84 | 51 | 48 | 30 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 14.78B | 3.33 | -0.56 | 2.55 | ||
Loomis Sayles Investment Grade BonN | 14.78B | 3.37 | -0.51 | 2.63 | ||
Loomis Sayles Investment Grade BonA | 14.78B | 3.01 | -0.84 | 2.29 | ||
Loomis Sayles Investment Grade BonC | 14.78B | 2.44 | -1.56 | 1.53 | ||
Loomis Sayles Core Plus Bond A | 7.81B | 1.48 | -2.20 | 1.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 72.21B | 3.00 | -0.42 | 2.57 | ||
Strategic Advisers Core Income | 42.86B | 2.64 | -2.08 | 1.99 | ||
PIMCO Total Return Instl | 36.73B | 2.88 | -1.99 | 1.81 | ||
Bridge Builder Core Plus Bond | 36.99B | 2.74 | -1.44 | - | ||
Baird Core Plus Bond Inst | 35.14B | 2.96 | -1.38 | 2.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.625% | - | 2.85 | - | - | |
United States Treasury Notes 4% | - | 2.22 | - | - | |
United States Treasury Bonds 2% | - | 2.18 | - | - | |
United States Treasury Notes 3.375% | - | 1.91 | - | - | |
United States Treasury Notes 3.5% | - | 1.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Neutral |
Summary | Buy | Strong Sell | Sell |
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