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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1007 | 1054 | 1008 | 1036 | 1186 |
Fund Return | 2.5% | 0.71% | 5.38% | 0.26% | 0.72% | 1.72% |
Place in category | 511 | 550 | 497 | 161 | 82 | 177 |
% in Category | 83 | 93 | 90 | 38 | 22 | 57 |
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 Core Plus Bond N | 7.91B | 3.00 | -0.14 | 2.06 | ||
Loomis Sayles Core Plus Bond Y | 7.91B | 2.98 | -0.24 | 1.97 |
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 % | |
---|---|---|---|---|---|
Us Long Bond(Cbt) Mar25 Xcbt 20250320 | - | 18.84 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 6.81 | - | - | |
Us Ultra Bond Cbt Mar25 Xcbt 20250320 | - | 5.51 | - | - | |
United States Treasury Notes 4.625% | - | 3.51 | - | - | |
United States Treasury Notes 3.75% | - | 3.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Sell |
Technical Indicators | Strong Sell | BUY | Sell |
Summary | Strong Sell | Neutral | Sell |
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