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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1009 | 1067 | 1079 | 1119 | 1258 |
Fund Return | 5.29% | 0.93% | 6.67% | 2.56% | 2.28% | 2.32% |
Place in category | 139 | 130 | 213 | 71 | 108 | 61 |
% in Category | 26 | 28 | 44 | 17 | 27 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC BlueBay Global High Yield Bondi | 807.45M | 7.14 | 3.26 | 5.42 | ||
Access Capital Community Investment | 637.73M | 1.20 | -2.23 | 0.64 | ||
RBC Ultra Short Fixed Income Fund C | 38M | 6.34 | 4.20 | 2.55 | ||
RBC BlueBay Global High Yield Bonda | 7.3M | 7.34 | 3.79 | 5.10 | ||
Access Capital Community Invest A | 5.46M | 1.13 | -2.57 | 0.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Short-Term Investment-Grad | 36.47B | 5.06 | 1.68 | 2.27 | ||
Vanguard Instl Intrm-Trm Bd Instl P | 30.07B | 3.25 | 0.03 | 1.74 | ||
Lord Abbett Short Duration Income I | 26.05B | 5.55 | 2.01 | 2.48 | ||
Vanguard Short-Term Bond Index Adm | 12.15B | 3.73 | 0.88 | 1.60 | ||
Vanguard Short-Term Investment-Graa | 12.12B | 5.09 | 1.71 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 5.03762% | - | 2.18 | - | - | |
PNC Financial Services Group Inc. 6.615% | - | 1.52 | - | - | |
JPMorgan Chase & Co. 6.07% | - | 1.51 | - | - | |
American Express Company 6.338% | - | 1.48 | - | - | |
GM FINANCIAL CONSUMER AUTOMOBILE RECEIVABLES TRUST 2023-1 5.03% | - | 1.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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