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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 993 | 1073 | 1055 | 1122 | 1429 |
Fund Return | 7.27% | -0.71% | 7.27% | 1.79% | 2.32% | 3.63% |
Place in category | 79 | 130 | 79 | 82 | 139 | 50 |
% in Category | 29 | 45 | 29 | 32 | 49 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax Exempt High Yield Bond | 1.6B | 4.78 | -0.66 | - | ||
Russell Strategic Bond S | 1.4B | 0.84 | -3.35 | 1.21 | ||
Russell Investment Grade Bond S | 613.48M | 1.42 | -3.23 | 1.17 | ||
Russell Strategic Bond Y | 272.76M | 2.84 | -2.57 | 1.57 | ||
Russell Short Duration Bond Y | 208.03M | 4.80 | 1.56 | 1.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 103.94B | 5.42 | 2.04 | 4.27 | ||
PIMCO Income P | 46.05B | 5.31 | 1.94 | 4.16 | ||
Fidelity Advisor Strategic Income A | 16.99B | 5.74 | 0.81 | 3.45 | ||
Fidelity Advisor Strategic Income I | 16.99B | 5.98 | 1.02 | 3.69 | ||
Fidelity Advisor Strategic Income C | 16.99B | 4.89 | 0.02 | 2.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Specialty Steel Holdco Inc. | - | 0.81 | - | - | |
Travelex Issuerco Ltd. | - | 0.72 | - | - | |
Real Alloy | - | 0.69 | - | - | |
CFMT 2021-FRR1 9.1578% | - | 0.65 | - | - | |
Level 3 Financing, Inc. 11% | - | 0.41 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Neutral | BUY |
Summary | Strong Buy | Neutral | Neutral |
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