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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1019 | 1151 | 1004 | 1108 | 1325 |
Fund Return | 4.95% | 1.85% | 15.11% | 0.12% | 2.07% | 2.85% |
Place in category | 234 | 50 | 74 | 240 | 173 | 110 |
% in Category | 64 | 17 | 18 | 77 | 63 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Bond Instl | 4.43B | 6.47 | 0.17 | 2.19 | ||
Loomis Sayles Bond Admin | 4.43B | 6.11 | -0.28 | 1.68 | ||
Loomis Sayles Bond N | 4.43B | 6.52 | 0.22 | 2.25 | ||
Loomis Sayles Bond Retail | 4.43B | 6.21 | -0.09 | 1.92 | ||
Loomis Sayles Securitized Asset | 1.51B | 3.76 | -0.75 | 2.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 100.53B | 4.73 | 2.02 | 4.10 | ||
PIMCO Income P | 44.98B | 4.64 | 1.91 | 3.99 | ||
Fidelity Strategic Income Fund | 16.99B | 5.87 | 1.13 | - | ||
Fidelity Advisor Strategic Income A | 16.99B | 5.53 | 0.85 | 3.28 | ||
Fidelity Advisor Strategic Income I | 16.99B | 5.80 | 1.08 | 3.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 | - | 34.04 | - | - | |
United States Treasury Notes 4.375% | - | 5.97 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 3.70 | - | - | |
United States Treasury Notes 4.5% | - | 2.77 | - | - | |
Continental Resources, Inc. 5.75% | - | 0.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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