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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1023 | 1050 | 1051 | 1094 | 1334 |
Fund Return | 2.26% | 2.26% | 4.98% | 1.66% | 1.82% | 2.92% |
Place in category | 524 | 524 | 361 | 63 | 67 | 10 |
% in Category | 86 | 86 | 66 | 17 | 16 | 5 |
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 | 38.86B | 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 Bonds 4.75% | - | 2.60 | - | - | |
United States Treasury Bonds 4.38% | - | 2.25 | - | - | |
United States Treasury Bonds 4.5% | - | 1.06 | - | - | |
U.S. Treasury Bond Stripped Principal Payment 0% | - | 0.78 | - | - | |
U.S. Treasury Bond Stripped Principal Payment 0% | - | 0.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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