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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1013 | 1080 | 1042 | 1060 | 1218 |
Fund Return | 1.28% | 1.31% | 8.03% | 1.37% | 1.17% | 1.99% |
Place in category | 41 | 186 | 52 | 232 | 243 | 181 |
% in Category | 10 | 51 | 15 | 70 | 83 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 15.24B | 2.80 | -0.67 | 2.51 | ||
Loomis Sayles Investment Grade BonN | 15.24B | 0.59 | 0.20 | 2.67 | ||
Loomis Sayles Investment Grade BonA | 15.24B | 0.57 | -0.10 | 2.34 | ||
Loomis Sayles Investment Grade BonC | 15.24B | 0.52 | -0.84 | 1.57 | ||
Loomis Sayles Core Plus Bond A | 7.71B | 0.75 | -1.63 | 1.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 103.94B | 1.19 | 2.79 | 4.39 | ||
PIMCO Income P | 46.05B | 1.18 | 2.68 | 4.28 | ||
Fidelity Strategic Income Fund | 16.99B | 1.11 | 2.12 | - | ||
Fidelity Advisor Strategic Income A | 16.99B | 1.01 | 1.82 | 3.47 | ||
Fidelity Advisor Strategic Income I | 16.99B | 1.11 | 2.08 | 3.72 |
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 | Sell | Buy | Sell |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Neutral |
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