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In our assessment of popular bond funds, we looked at a group of bond funds that often make shortlists for advisors –DoubleLine Total Return Bond I, DoubleLine Core Fixed...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1002 | 1086 | 952 | 1026 | 1201 |
Fund Return | 4.36% | 0.21% | 8.58% | -1.61% | 0.52% | 1.85% |
Place in category | 162 | 165 | 140 | 241 | 225 | 133 |
% in Category | 30 | 32 | 24 | 55 | 49 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 104.29B | 6.26 | 2.68 | 4.23 | ||
PIMCO Income P | 46.38B | 6.17 | 2.58 | 4.12 | ||
PIMCO Income A | 14.22B | 5.88 | 2.28 | 3.81 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.54B | 5.52 | 1.24 | 3.04 | ||
PIMCO Mortgage Opportunities Instl | 7.65B | 5.97 | 1.86 | 3.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 73.65B | 4.23 | 0.07 | 2.64 | ||
Strategic Advisers Core Income | 42.91B | 3.82 | -1.77 | 2.03 | ||
Bridge Builder Core Plus Bond | 36.85B | 3.99 | -1.07 | - | ||
Baird Core Plus Bond Inst | 34.9B | 4.05 | -1.07 | 2.30 | ||
Fidelity Total Bond | 33.34B | 4.26 | -0.89 | 2.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
5 Year Treasury Note Future Dec 24 | - | 14.18 | - | - | |
Federal National Mortgage Association 5% | - | 9.80 | - | - | |
Federal National Mortgage Association 3% | - | 6.67 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 5.83 | - | - | |
Federal National Mortgage Association 5.5% | - | 5.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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