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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1027 | 1054 | 1052 | 1055 | 1189 |
Fund Return | 2.68% | 2.68% | 5.38% | 1.71% | 1.07% | 1.75% |
Place in category | 285 | 285 | 235 | 56 | 190 | 156 |
% in Category | 48 | 48 | 42 | 16 | 42 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Metropolitan West Total Return Bd I | 21.38B | 3.09 | 0.14 | 1.52 | ||
Metropolitan West Total Return Bd P | 9.75B | 3.13 | 0.22 | 1.59 | ||
Metropolitan West Total Return Bd M | 2.58B | 3.04 | -0.11 | 1.28 | ||
Metropolitan West Unconstrained BdI | 2.11B | 2.42 | 3.80 | 2.79 | ||
Metropolitan West Low Duration BonI | 818.38M | 1.91 | 3.24 | 1.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.83 | 2.12 | 2.62 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 | ||
Bridge Builder Core Plus Bond | 38.7B | 3.08 | 1.32 | - | ||
Baird Core Plus Bond Inst | 36.85B | 2.60 | 1.44 | 2.23 | ||
PIMCO Total Return Instl | 34.45B | 3.51 | 1.12 | 1.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.25% | - | 17.01 | - | - | |
United States Treasury Notes 4% | - | 15.31 | - | - | |
Tcw Fds | - | 9.21 | - | - | |
United States Treasury Notes 4.625% | - | 6.50 | - | - | |
United States Treasury Notes 4.25% | - | 4.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Sell |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Neutral |
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