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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 971 | 1027 | 981 | 1100 | 1291 |
Fund Return | 2.74% | -2.95% | 2.74% | -0.65% | 1.92% | 2.58% |
Place in category | 164 | 322 | 164 | 32 | 9 | 15 |
% in Category | 31 | 64 | 31 | 10 | 3 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 15.18B | 2.80 | -0.67 | 2.51 | ||
Loomis Sayles Investment Grade BonA | 15.18B | 2.44 | -0.95 | 2.26 | ||
Loomis Sayles Investment Grade BonC | 15.18B | 1.71 | -1.70 | 1.48 | ||
Loomis Sayles Core Plus Bond N | 7.67B | 0.85 | -2.19 | 1.91 | ||
Loomis Sayles Core Plus Bond Y | 7.67B | 0.75 | -2.29 | 1.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 72.78B | 2.26 | -0.61 | 2.47 | ||
Strategic Advisers Core Income | 41.36B | 2.08 | -2.30 | 1.88 | ||
Bridge Builder Core Plus Bond | 37.48B | 2.24 | -1.64 | - | ||
PIMCO Total Return Instl | 35.29B | 2.61 | -2.15 | 1.73 | ||
Baird Core Plus Bond Inst | 35.66B | 2.54 | -1.52 | 2.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us Long Bond(Cbt) Mar25 Xcbt 20250320 | - | 18.01 | - | - | |
United States Treasury Notes 4.625% | - | 7.68 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 6.64 | - | - | |
Us Ultra Bond Cbt Mar25 Xcbt 20250320 | - | 5.10 | - | - | |
United States Treasury Notes 3.75% | - | 3.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Buy | Strong Sell | Strong Sell |
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