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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1023 | 1050 | 1057 | 1157 | 1328 |
Fund Return | 2.32% | 2.32% | 5.01% | 1.86% | 2.97% | 2.88% |
Place in category | 506 | 506 | 351 | 44 | 20 | 11 |
% in Category | 83 | 83 | 64 | 12 | 5 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 15.31B | 2.31 | 1.82 | 2.81 | ||
Loomis Sayles Investment Grade BonA | 15.31B | 2.25 | 1.56 | 2.55 | ||
Loomis Sayles Investment Grade BonC | 15.31B | 2.11 | 0.82 | 1.78 | ||
Loomis Sayles Core Plus Bond N | 7.77B | 3.02 | 0.61 | 2.13 | ||
Loomis Sayles Core Plus Bond Y | 7.77B | 3.00 | 0.51 | 2.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.83 | 2.12 | 2.62 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 | ||
Bridge Builder Core Plus Bond | 38.7B | 3.08 | 1.32 | - | ||
Baird Core Plus Bond Inst | 36.85B | 2.60 | 1.44 | 2.23 | ||
PIMCO Total Return Instl | 34.45B | 3.51 | 1.12 | 1.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us Long Bond(Cbt) Jun25 Xcbt 20250618 | - | 18.48 | - | - | |
10 Year Treasury Note Future June 25 | - | 6.53 | - | - | |
Us Ultra Bond Cbt Jun25 Xcbt 20250618 | - | 5.67 | - | - | |
United States Treasury Notes 3.75% | - | 3.02 | - | - | |
United States Treasury Notes 4.625% | - | 2.59 | - | - |
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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