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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 997 | 1073 | 957 | 1044 | 1224 |
Fund Return | 2.91% | -0.26% | 7.31% | -1.44% | 0.87% | 2.04% |
Place in category | 489 | 456 | 434 | 192 | 128 | 94 |
% in Category | 87 | 82 | 77 | 45 | 30 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 14.93B | 4.48 | -0.05 | 2.63 | ||
Loomis Sayles Investment Grade BonN | 14.93B | 4.43 | -0.03 | 2.70 | ||
Loomis Sayles Investment Grade BonA | 14.93B | 4.15 | -0.30 | 2.37 | ||
Loomis Sayles Investment Grade BonC | 14.93B | 3.51 | -1.05 | 1.60 | ||
Loomis Sayles Core Plus Bond A | 7.64B | 2.52 | -1.78 | 1.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 73.65B | 4.23 | 0.07 | 2.64 | ||
Strategic Advisers Core Income | 41.36B | 3.82 | -1.76 | 2.03 | ||
Bridge Builder Core Plus Bond | 37.04B | 3.99 | -1.07 | - | ||
PIMCO Total Return Instl | 35.63B | 4.36 | -1.61 | 1.85 | ||
Baird Core Plus Bond Inst | 35.24B | 4.05 | -1.07 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 5.02 | - | - | |
United States Treasury Notes 3.625% | - | 2.49 | - | - | |
United States Treasury Notes 3.625% | - | 2.20 | - | - | |
United States Treasury Notes 4% | - | 2.06 | - | - | |
United States Treasury Bonds 2% | - | 1.99 | - | - |
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 |
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