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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1012 | 1062 | 976 | 984 | 1177 |
Fund Return | 3.2% | 1.2% | 6.21% | -0.8% | -0.32% | 1.64% |
Place in category | 76 | 254 | 338 | 406 | 328 | 197 |
% in Category | 8 | 46 | 62 | 83 | 73 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Metropolitan West Total Return Bd I | 21.93B | 3.25 | -0.88 | 1.57 | ||
Metropolitan West Total Return Bd M | 2.64B | 3.21 | -1.10 | 1.34 | ||
Metropolitan West Unconstrained BdI | 2.11B | 2.20 | 3.06 | 2.78 | ||
Metropolitan West Low Duration BonI | 857.4M | 1.56 | 2.64 | 1.90 | ||
Metropolitan West Intermediate BonI | 631.5M | 2.32 | 0.76 | 1.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.99 | 1.49 | 2.67 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 | ||
Bridge Builder Core Plus Bond | 38.62B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 36.9B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.47B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.375% | - | 8.40 | - | - | |
United States Treasury Bonds 4.625% | - | 5.79 | - | - | |
Tcw Fds | - | 4.84 | - | - | |
United States Treasury Bonds 4.5% | - | 4.79 | - | - | |
United States Treasury Notes 4.25% | - | 3.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Sell | Strong Buy | Sell |
Summary | Neutral | Strong Buy | Sell |
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