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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1078 | 1157 | 1448 | 1846 | 2274 |
Fund Return | 7.02% | 7.77% | 15.75% | 13.14% | 13.04% | 8.56% |
Place in category | 307 | 5 | 24 | 4 | 5 | 2 |
% in Category | 40 | 1 | 3 | 1 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.39B | 3.42 | 2.15 | 4.80 | ||
PIMCO StocksPLUS Instl | 1.96B | 1.72 | 11.58 | 12.41 | ||
PIMCO RAE Fundamental EMkts Instl | 1.82B | -0.40 | 6.76 | - | ||
PIMCO Inflation Response MultiAsst | 1.65B | 4.29 | 3.51 | 4.70 | ||
PIMCO RAE Fundamental US Institutio | 1.41B | 4.25 | 10.22 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard Total Intl Stock Index Adm | 76.18B | 5.24 | 4.42 | 5.02 | ||
Fidelity International Index Inst | 55.99B | 8.06 | 6.85 | 5.50 | ||
Fidelity Series Global ex US Index | 52.88B | 6.06 | 4.88 | 4.92 | ||
Strategic Advisers International I | 47.55B | 7.61 | 6.47 | 6.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NDDUEAFE TRS EQTY FEDL01+14.5 BULLET SOG | - | 33.24 | - | - | |
NDDUEAFE TRS EQUITY FEDL01+19 JPM | - | 12.63 | - | - | |
NDDUEAFE TRS EQUIT FEDL01+3.5 BULLET MYI | - | 12.47 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 10.82 | - | - | |
Federal National Mortgage Association 6% | - | 10.78 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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