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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 997 | 1024 | 960 | 971 | 1256 |
Fund Return | 0.48% | -0.33% | 2.43% | -1.36% | -0.59% | 2.31% |
Place in category | 151 | 159 | 157 | 123 | 140 | 42 |
% in Category | 89 | 94 | 92 | 81 | 95 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morgan Stanley Instl Ultr-Shrt IncS | 6.53B | 0.41 | 4.40 | - | ||
Morgan Stanley Instl Ultr-Shrt IncA | 5.21B | 0.40 | 4.28 | - | ||
Consulting Group Core Fixed Income | 1.87B | 0.68 | -2.18 | 1.18 | ||
Morgan Stanley Instl Ultr-Shrt Inc | 1.08B | 0.40 | 4.35 | - | ||
Morgan Stanley Mortgage Securitiesi | 458.94M | 0.79 | 2.67 | 3.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Investment-Grd | 33.43B | 0.65 | -0.01 | 2.29 | ||
PIMCO Investment Grade Corp Bd P | 5.92B | 0.72 | -0.90 | 2.35 | ||
PIMCO Investment Grade Corp Bd Inst | 5.29B | 0.73 | -0.81 | 2.45 | ||
SEI Intermediate Duration Credit A( | 4.04B | 0.63 | -1.03 | - | ||
Lord Abbett Income I | 2.28B | 0.92 | -0.49 | 2.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us Long Bond(Cbt) Dec24 Xcbt 20241219 | - | 11.20 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 8.40 | - | - | |
Bank of America Corp. 5.872% | - | 2.39 | - | - | |
JPMorgan Chase & Co. 5.336% | - | 2.22 | - | - | |
Goldman Sachs Group, Inc. 5.851% | - | 1.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Strong Sell |
Technical Indicators | Strong Buy | Neutral | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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