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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1033 | 1075 | 1074 | 1142 | 1230 |
Fund Return | 1.08% | 3.35% | 7.53% | 2.42% | 2.69% | 2.09% |
Place in category | 3 | 8 | 12 | 49 | 12 | 9 |
% in Category | 1 | 5 | 8 | 27 | 9 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC BlueBay Global High Yield Bondi | 774.79M | 7.58 | 4.04 | 5.36 | ||
Access Capital Community Investment | 594.54M | 2.90 | -1.70 | 0.82 | ||
RBC Short Duration Fixed Income Fun | 69.43M | 0.65 | 0.99 | 1.97 | ||
RBC BlueBay Global High Yield Bonda | 7.26M | 7.34 | 3.79 | 5.10 | ||
Access Capital Community Invest A | 5.54M | 1.13 | -2.57 | 0.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 12.97B | 5.21 | 3.40 | - | ||
Putnam Short Duration Income A | 3.04B | 5.15 | 3.98 | 2.04 | ||
Putnam Short Duration Income Y | 6.09B | 5.25 | 4.08 | 2.14 | ||
BBH Limited Duration I | 7.8B | 6.32 | 4.33 | 2.89 | ||
PIMCO Short-Term Instl | 6.8B | 5.75 | 3.89 | 2.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
VISTA POINT SECURITIZATION TRUST 4.151% | - | 3.04 | - | - | |
DELL EQUIPMENT FINANCE TRUST 1.21% | - | 3.03 | - | - | |
Freddie Mac Stacr Remic Trust 7.73743% | - | 2.96 | - | - | |
ELLINGTON FINANCIAL MORTGAGE TRUST 2019-2 3.469% | - | 2.88 | - | - | |
The Charles Schwab Corporation | - | 2.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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