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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1080 | 1379 | 2157 | 2200 |
Fund Return | 4.05% | 4.05% | 7.97% | 11.29% | 16.62% | 8.2% |
Place in category | 654 | 654 | 155 | 6 | 5 | 2 |
% in Category | 92 | 92 | 20 | 2 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.24B | 3.37 | 1.85 | 4.99 | ||
PIMCO RAE Fundamental EMkts Instl | 1.9B | 2.97 | 8.02 | - | ||
PIMCO StocksPLUS Instl | 1.79B | -4.13 | 8.23 | 11.91 | ||
PIMCO Inflation Response MultiAsst | 1.72B | 6.35 | 3.22 | 5.09 | ||
PIMCO Municipal Bond P | 1.56B | -0.07 | 2.06 | 2.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard Total Intl Stock Index Adm | 76.18B | 5.51 | 4.65 | 5.21 | ||
Fidelity International Index Inst | 56.32B | 7.95 | 6.78 | 5.63 | ||
Fidelity Series Global ex US Index | 52.22B | 6.14 | 5.03 | 5.09 | ||
Strategic Advisers International I | 45.83B | 7.61 | 6.38 | 6.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NDDUEAFE TRS EQTY FEDL01+14.5 BULLET SOG | - | 30.05 | - | - | |
NDDUEAFE TRS EQUITY FEDL01+51*BULLET*MYI | - | 11.28 | - | - | |
Federal National Mortgage Association 6.5% | - | 10.11 | - | - | |
NDDUEAFE TRS EQUITY FEDL01+22 MYI | - | 9.63 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 8.87 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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