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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1015 | 1073 | 1113 | 1161 | 1259 |
Fund Return | 5.3% | 1.46% | 7.29% | 3.62% | 3.04% | 2.33% |
Place in category | 59 | 77 | 39 | 86 | 14 | 22 |
% in Category | 24 | 32 | 17 | 44 | 10 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
USAA Intermediate-Term Bond Instl | 2.7B | 2.86 | 0.73 | 2.81 | ||
USAA Income Institutional | 2.09B | 2.82 | 0.73 | 2.55 | ||
USAA Income | 1.95B | 2.81 | 0.69 | 2.50 | ||
USAA Short-Term Bond Institutional | 1.62B | 1.41 | 4.11 | 2.83 | ||
USAA Target Retirement 2040 | 1.56B | 2.62 | 6.72 | 6.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 13.5B | 0.95 | 4.07 | 2.23 | ||
Putnam Short Duration Income A | 3.28B | 0.89 | 4.47 | 2.16 | ||
Putnam Short Duration Income Y | 6.43B | 0.90 | 4.58 | 2.26 | ||
BBH Limited Duration I | 9.26B | 1.05 | 5.01 | 3.03 | ||
Baird Ultra Short Bond Institutiona | 8.05B | 0.82 | 4.44 | 2.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KeyCorp 6.08% | - | 0.62 | - | - | |
Concentrix Corp. 6.65% | - | 0.58 | - | - | |
PRESTIGE AUTO RECEIVABLES TRUST 2023-2 6.64% | - | 0.58 | - | - | |
Blackstone Private Credit Fund 7.05% | - | 0.58 | - | - | |
Banco Santander, S.A. 0% | - | 0.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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