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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1013 | 1074 | 1055 | 1103 | 1206 |
Fund Return | 4.27% | 1.3% | 7.36% | 1.79% | 1.97% | 1.89% |
Place in category | 121 | 91 | 95 | 57 | 51 | 27 |
% in Category | 60 | 43 | 46 | 48 | 47 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFSM EM Debt Fund W1 USD | 2.8B | 7.05 | -0.23 | 2.66 | ||
MFSM EM Debt Fund W2 USD | 2.81B | 7.06 | -0.23 | 2.66 | ||
MFS Meridian Funds Emerging Markets | 2.8B | 7.84 | 0.61 | 3.60 | ||
MFSM EM Debt Fund I1 USD | 2.8B | 7.22 | -0.09 | 2.81 | ||
MFSM Limited Maturity Fund W1 USD | 1.16B | 4.20 | 1.68 | 1.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan US ShortDurBnd C dist USD | 2.28B | 4.83 | 0.38 | - | ||
UBAM Dynamic USD Bond I USD Acc | 1.64B | 6.03 | 4.62 | 2.33 | ||
UBAM Dynamic USD Bond UD USD | 1.89B | 5.95 | 4.53 | - | ||
UBAM Dynamic USD Bond UC USD | 1.89B | 5.94 | 4.53 | - | ||
UBAM Dynamic USD Bond RC USD | 1.89B | 5.63 | 4.17 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 5% | - | 8.20 | - | - | |
United States Treasury Notes 2.25% | - | 7.76 | - | - | |
United States Treasury Notes 4.5% | - | 4.33 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 4.26 | - | - | |
United States Treasury Notes 2.75% | - | 3.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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