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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1031 | 1052 | 1006 | 996 | 1171 |
Fund Return | 3.13% | 3.13% | 5.18% | 0.22% | -0.07% | 1.59% |
Place in category | 76 | 76 | 290 | 381 | 405 | 201 |
% in Category | 9 | 9 | 53 | 80 | 88 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Metropolitan West Total Return Bd I | 21.15B | 3.09 | 0.14 | 1.52 | ||
Metropolitan West Total Return Bd M | 2.56B | 3.04 | -0.11 | 1.28 | ||
Metropolitan West Unconstrained BdI | 2.09B | 2.42 | 3.80 | 2.79 | ||
Metropolitan West Low Duration BonI | 815.52M | 1.91 | 3.24 | 1.92 | ||
Metropolitan West Intermediate BonI | 620.03M | 2.68 | 1.71 | 1.75 |
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 | 38.57B | 3.08 | 1.32 | - | ||
Baird Core Plus Bond Inst | 36.55B | 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% | - | 7.84 | - | - | |
United States Treasury Notes 4.25% | - | 5.57 | - | - | |
United States Treasury Bonds 4.625% | - | 5.37 | - | - | |
Tcw Fds | - | 4.86 | - | - | |
United States Treasury Bonds 4.625% | - | 4.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Neutral | Strong Sell |
Summary | Strong Sell | Sell | Strong Sell |
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