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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1009 | 1053 | 996 | 1015 | 1226 |
Fund Return | 3% | 0.94% | 5.28% | -0.14% | 0.3% | 2.06% |
Place in category | 145 | 460 | 508 | 259 | 164 | 93 |
% in Category | 19 | 78 | 92 | 59 | 39 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 15.58B | 2.62 | 1.25 | 2.75 | ||
Loomis Sayles Investment Grade BonN | 15.58B | 2.63 | 1.30 | 2.82 | ||
Loomis Sayles Investment Grade BonA | 15.58B | 2.58 | 1.00 | 2.49 | ||
Loomis Sayles Investment Grade BonC | 15.58B | 2.50 | 0.26 | 1.72 | ||
Loomis Sayles Core Plus Bond A | 7.91B | 2.97 | -0.49 | 1.71 |
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 | 38.68B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 37.04B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.34B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.625% | - | 2.39 | - | - | |
United States Treasury Notes 4% | - | 2.23 | - | - | |
United States Treasury Notes 3.625% | - | 2.13 | - | - | |
United States Treasury Bills 0.01% | - | 2.06 | - | - | |
United States Treasury Bonds 2% | - | 2.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Strong Buy | Strong Sell |
Summary | Buy | Strong Buy | Strong Sell |
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