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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1005 | 1117 | 939 | 1046 | 1268 |
Fund Return | 2.51% | 0.49% | 11.67% | -2.06% | 0.91% | 2.41% |
Place in category | 344 | 224 | 330 | 256 | 84 | 29 |
% in Category | 63 | 42 | 57 | 58 | 20 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Core Plus Bond Instl | 6.33B | 2.77 | -1.75 | 2.72 | ||
Wells Fargo Core Bond Inst | 2.96B | 2.21 | -2.13 | 1.58 | ||
Wells Fargo Short-Term Hi Yld Bd In | 1.8B | 5.78 | 4.00 | 3.78 | ||
Wells Fargo Core Bond R6 | 1.71B | 2.25 | -2.08 | 1.63 | ||
Wells Fargo Ultra Short-Term Incom | 935.08M | 5.29 | 3.75 | 2.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 72.21B | 3.00 | -0.42 | 2.57 | ||
Strategic Advisers Core Income | 42.86B | 2.64 | -2.08 | 1.99 | ||
PIMCO Total Return Instl | 36.73B | 2.88 | -1.99 | 1.81 | ||
Bridge Builder Core Plus Bond | 36.99B | 2.74 | -1.44 | - | ||
Baird Core Plus Bond Inst | 35.14B | 2.96 | -1.38 | 2.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 | - | 6.33 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 6.11 | - | - | |
United States Treasury Bonds 4.625% | - | 1.94 | - | - | |
United States Treasury Notes 3.875% | - | 1.92 | - | - | |
United States Treasury Bills 0.01% | - | 1.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Neutral |
Summary | Buy | Strong Sell | Neutral |
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