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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1017 | 1081 | 1089 | 1130 | 1450 |
Fund Return | 1.31% | 1.66% | 8.09% | 2.89% | 2.47% | 3.79% |
Place in category | 36 | 103 | 45 | 58 | 122 | 40 |
% in Category | 9 | 32 | 14 | 26 | 44 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax Exempt High Yield Bond | 1.61B | 1.82 | 1.10 | - | ||
Russell Strategic Bond S | 1.39B | 2.87 | -1.41 | 1.38 | ||
Russell Investment Grade Bond S | 612.53M | 2.74 | -1.26 | 1.33 | ||
Russell Global Opportunistic CredS | 357.25M | 2.48 | 3.88 | 3.69 | ||
Russell Strategic Bond Y | 274.18M | 0.57 | -2.25 | 1.24 |
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 | ||
Fidelity Strategic Income Fund | 16.99B | 1.93 | 2.90 | - | ||
Fidelity Advisor Strategic Income A | 16.99B | 1.81 | 2.58 | 3.44 | ||
Fidelity Advisor Strategic Income I | 16.99B | 1.92 | 2.83 | 3.70 |
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 | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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