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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1013 | 1054 | 1054 | 1061 | 1109 |
Fund Return | 3.96% | 1.25% | 5.4% | 1.78% | 1.2% | 1.04% |
Place in category | 246 | 251 | 240 | 200 | 182 | 109 |
% in Category | 94 | 96 | 92 | 97 | 97 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.87B | 2.47 | -1.56 | 1.93 | ||
DFA Five-Year Global Fixed-Income I | 9.4B | 4.54 | 0.82 | 1.41 | ||
DFA Intermediate Govt Fixed-Income | 6B | 1.31 | -2.61 | 1.11 | ||
DFA Short-Term Extended Quality I | 5.7B | 4.71 | 1.50 | 1.72 | ||
DFA Inflation-Protected Securities | 5.01B | 3.25 | -1.63 | 2.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 12.84B | 4.78 | 3.24 | - | ||
Putnam Short Duration Income A | 3.03B | 4.71 | 3.81 | 2.00 | ||
Putnam Short Duration Income Y | 6.09B | 4.80 | 3.91 | 2.10 | ||
BBH Limited Duration I | 7.77B | 5.80 | 4.09 | 2.83 | ||
Baird Ultra Short Bond Institutiona | 6.66B | 4.80 | 3.79 | 2.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 9.91 | - | - | |
United States Treasury Notes 5.15823% | - | 9.47 | - | - | |
United States Treasury Notes 5.20323% | - | 9.40 | - | - | |
Federal Home Loan Banks 0% | - | 9.24 | - | - | |
Federal Home Loan Banks 0% | - | 8.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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