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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1004 | 1037 | 973 | 980 | 1261 |
Fund Return | 0.72% | 0.39% | 3.7% | -0.9% | -0.41% | 2.35% |
Place in category | 30 | 32 | 56 | 81 | 127 | 37 |
% in Category | 16 | 22 | 34 | 59 | 87 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 103.94B | 1.19 | 2.79 | 4.39 | ||
PIMCO Income P | 46.05B | 1.18 | 2.68 | 4.28 | ||
PIMCO Total Return Instl | 35.29B | 2.61 | -2.15 | 1.73 | ||
PIMCO Income A | 13.94B | 1.15 | 2.38 | 3.97 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.48B | 0.56 | 1.85 | 2.78 |
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 Inst | 5.41B | 0.73 | -0.81 | 2.45 | ||
SEI Intermediate Duration Credit A( | 4.03B | 0.60 | -1.04 | - | ||
Lord Abbett Income I | 2.29B | 0.92 | -0.49 | 2.66 | ||
DFA Intermediate-Term Extnd Qlty I | 1.89B | 0.53 | -0.70 | 2.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
5 Year Treasury Note Future Dec 24 | - | 4.75 | - | - | |
Federal National Mortgage Association 5.5% | - | 4.09 | - | - | |
Federal National Mortgage Association 4% | - | 3.48 | - | - | |
Federal National Mortgage Association 4.5% | - | 2.18 | - | - | |
Ultra US Treasury Bond Future Dec 24 | - | 2.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Strong Sell |
Technical Indicators | Strong Buy | Sell | Sell |
Summary | Buy | Neutral | Strong Sell |
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