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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1052 | 1155 | 1268 | 1693 | 2617 |
Fund Return | 4.86% | 5.25% | 15.54% | 8.25% | 11.1% | 10.1% |
Place in category | 288 | 153 | 924 | 546 | 454 | 249 |
% in Category | 18 | 14 | 78 | 50 | 45 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.39B | 1.76 | 1.11 | 4.77 | ||
PIMCO StocksPLUS Instl | 1.96B | 2.89 | 10.71 | 13.19 | ||
PIMCO RAE Fundamental EMkts Instl | 1.82B | 0.10 | 4.98 | - | ||
PIMCO Inflation Response MultiAsst | 1.65B | 2.33 | 3.32 | 4.52 | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.63B | 5.48 | 11.63 | 9.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.59B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ERAUSLT TRS EQUITY FEDL01+45 *BULLET JPM | - | 31.81 | - | - | |
ERAUSLT TRS EQUITY FEDL01+49 *BULLET JPM | - | 29.97 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 16.19 | - | - | |
ERAUSLT TRS EQUITY FEDL01+50 MYI | - | 15.43 | - | - | |
Federal National Mortgage Association 6.5% | - | 15.34 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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