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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1014 | 1086 | 1057 | 1087 | 1280 |
Fund Return | 1.4% | 1.44% | 8.64% | 1.88% | 1.69% | 2.5% |
Place in category | 24 | 146 | 26 | 171 | 209 | 154 |
% in Category | 6 | 42 | 9 | 54 | 74 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Investment Grade BonY | 15.31B | 0.59 | 0.16 | 2.60 | ||
Loomis Sayles Investment Grade BonN | 15.31B | 0.59 | 0.20 | 2.67 | ||
Loomis Sayles Investment Grade BonA | 15.31B | 0.57 | -0.10 | 2.34 | ||
Loomis Sayles Investment Grade BonC | 15.31B | 0.52 | -0.84 | 1.57 | ||
Loomis Sayles Core Plus Bond A | 7.72B | 0.75 | -1.63 | 1.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 106.43B | 1.19 | 2.79 | 4.39 | ||
PIMCO Income P | 46.87B | 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 % | |
---|---|---|---|---|---|
United States Treasury Notes 4.25% | - | 4.51 | - | - | |
United States Treasury Notes 3.5% | - | 2.13 | - | - | |
United States Treasury Notes 4.125% | - | 2.13 | - | - | |
EchoStar Corp. 6.75% | - | 1.93 | - | - | |
United States Treasury Notes 4.625% | - | 1.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Buy |
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