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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1006 | 1139 | 946 | 1005 | 1300 |
Fund Return | 3.52% | 0.61% | 13.92% | -1.85% | 0.1% | 2.66% |
Place in category | 68 | 167 | 91 | 71 | 136 | 36 |
% in Category | 39 | 90 | 45 | 50 | 92 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 100.53B | 4.73 | 2.02 | 4.10 | ||
PIMCO Income P | 44.98B | 4.64 | 1.91 | 3.99 | ||
PIMCO Total Return Instl | 36.73B | 2.88 | -1.99 | 1.81 | ||
PIMCO Income A | 14.09B | 4.38 | 1.61 | 3.68 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.42B | 3.66 | 0.86 | 3.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Investment-Grd | 33.35B | 3.66 | -0.92 | 2.57 | ||
PIMCO Investment Grade Corp Bd Inst | 5.77B | 3.60 | -1.75 | 2.76 | ||
SEI Intermediate Duration Credit A( | 3.99B | 2.98 | -1.99 | - | ||
Lord Abbett Income I | 2.29B | 4.37 | -1.34 | 2.75 | ||
DFA Intermediate-Term Extnd Qlty I | 1.86B | 3.23 | -1.76 | 2.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
5 Year Treasury Note Future Sept 24 | - | 4.94 | - | - | |
Federal National Mortgage Association 5.5% | - | 4.00 | - | - | |
Federal National Mortgage Association 4% | - | 3.32 | - | - | |
United States Treasury Notes 1.375% | - | 1.99 | - | - | |
United States Treasury Notes 4.625% | - | 1.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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