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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 984 | 1070 | 1007 | 1058 | 1220 |
Fund Return | 6.95% | -1.56% | 6.95% | 0.25% | 1.14% | 2.01% |
Place in category | 100 | 292 | 100 | 237 | 244 | 179 |
% in Category | 35 | 77 | 35 | 72 | 81 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 14.92B | 2.80 | -0.67 | 2.51 | ||
Loomis Sayles Investment Grade BonN | 14.92B | 2.74 | -0.65 | 2.58 | ||
Loomis Sayles Investment Grade BonA | 14.92B | 2.44 | -0.95 | 2.26 | ||
Loomis Sayles Investment Grade BonC | 14.92B | 1.71 | -1.70 | 1.48 | ||
Loomis Sayles Core Plus Bond N | 7.64B | 0.85 | -2.19 | 1.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 104.29B | 5.42 | 2.04 | 4.27 | ||
PIMCO Income P | 46.38B | 5.31 | 1.94 | 4.16 | ||
Fidelity Advisor Strategic Income A | 16.99B | 5.65 | 0.78 | 3.44 | ||
Fidelity Advisor Strategic Income I | 16.99B | 5.98 | 1.02 | 3.69 | ||
Fidelity Advisor Strategic Income C | 16.99B | 4.89 | 0.02 | 2.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Mar25 Xcbt 20250331 | - | 36.77 | - | - | |
United States Treasury Notes 4.375% | - | 3.88 | - | - | |
2 Year Treasury Note Future Mar 25 | - | 3.71 | - | - | |
United States Treasury Notes 4.375% | - | 1.61 | - | - | |
United States Treasury Notes 3.5% | - | 1.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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