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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 | 2.65B | 2.91 | -1.20 | 2.64 | ||
USAA Income Institutional | 2.37B | 3.39 | -1.35 | 2.40 | ||
USAA Income | 1.98B | 3.33 | -1.39 | 2.35 | ||
USAA Short-Term Bond Institutional | 1.59B | 6.31 | 3.20 | 2.74 | ||
USAA Target Retirement 2040 | 1.58B | 12.06 | 3.67 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 13.16B | 5.66 | 3.57 | - | ||
Putnam Short Duration Income A | 9.59B | 5.56 | 4.14 | 2.08 | ||
Putnam Short Duration Income Y | 6.14B | 5.67 | 4.25 | 2.18 | ||
BBH Limited Duration I | 8.53B | 6.74 | 4.42 | 2.95 | ||
Baird Ultra Short Bond Institutiona | 7.72B | 5.65 | 4.08 | 2.22 |
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 | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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