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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1017 | 1072 | 995 | 1002 | 1193 |
Fund Return | 3.43% | 1.69% | 7.2% | -0.17% | 0.03% | 1.78% |
Place in category | 23 | 41 | 88 | 267 | 236 | 159 |
% in Category | 3 | 7 | 16 | 61 | 53 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 106.43B | 3.05 | 4.28 | 4.44 | ||
PIMCO Income P | 46.87B | 3.03 | 4.17 | 4.34 | ||
PIMCO Total Return Instl | 35.34B | 3.45 | -0.07 | 1.88 | ||
PIMCO Income A | 14.07B | 2.98 | 3.86 | 4.03 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.52B | 0.89 | 2.54 | 2.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.99 | 1.49 | 2.67 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 | ||
Bridge Builder Core Plus Bond | 38.68B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 37.04B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.34B | 3.45 | -0.07 | 1.88 |
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 | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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