
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1015 | 1061 | 1131 | 1159 | 1280 |
Fund Return | 0.43% | 1.47% | 6.07% | 4.17% | 3% | 2.5% |
Place in category | 134 | 42 | 61 | 77 | 25 | 18 |
% in Category | 51 | 17 | 23 | 38 | 15 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.66B | 2.57 | 4.64 | 7.93 | ||
T. Rowe Price Retirement 2040 | 8.96B | 3.24 | 6.11 | 9.09 | ||
T. Rowe Price Retirement 2035 | 8.13B | 2.94 | 5.43 | 8.56 | ||
T. Rowe Price Retirement 2025 | 6.92B | 2.30 | 4.06 | 7.27 | ||
T. Rowe Price Retirement 2045 | 6.05B | 3.41 | 6.66 | 9.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 13.3B | 0.40 | 3.81 | - | ||
Putnam Short Duration Income A | 3.14B | 0.42 | 4.28 | 2.12 | ||
Putnam Short Duration Income Y | 6.24B | 0.43 | 4.39 | 2.22 | ||
BBH Limited Duration I | 9.03B | 0.50 | 4.69 | 3.00 | ||
Baird Ultra Short Bond Institutiona | 7.9B | 0.45 | 4.30 | 2.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
FMC Corp. 3.2% | - | 0.87 | - | - | |
Bank of Nova Scotia 4.5% | - | 0.78 | - | - | |
V.F. Corp 2.4% | - | 0.76 | - | - | |
FORTRESS CREDIT BSL VIII LTD 5.42521% | - | 0.76 | - | - | |
Voya Financial Inc 3.65% | - | 0.75 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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