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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 | 1035 | 1035 | 1062 | 1034 | 1025 | 1202 |
Fund Return | 3.51% | 3.51% | 6.22% | 1.12% | 0.49% | 1.85% |
Place in category | 40 | 40 | 68 | 145 | 310 | 126 |
% in Category | 4 | 4 | 13 | 35 | 69 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 112.21B | 3.29 | 4.63 | 4.41 | ||
PIMCO Income P | 48.8B | 3.27 | 4.53 | 4.30 | ||
PIMCO Income A | 14.22B | 3.19 | 4.22 | 3.99 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.01B | 0.26 | 2.80 | 2.69 | ||
PIMCO Mortgage Opportunities Instl | 8.41B | 2.92 | 3.41 | 3.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.83 | 2.12 | 2.62 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 | ||
Bridge Builder Core Plus Bond | 38.57B | 3.08 | 1.32 | - | ||
Baird Core Plus Bond Inst | 36.64B | 2.60 | 1.44 | 2.23 | ||
Guggenheim Total Return Bond Instl | 25.69B | 2.87 | 0.99 | 2.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
5 Year Treasury Note Future Mar 25 | - | 19.76 | - | - | |
Federal National Mortgage Association 3% | - | 9.24 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 9.13 | - | - | |
Federal National Mortgage Association 4.5% | - | 6.76 | - | - | |
Federal National Mortgage Association 5% | - | 5.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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