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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1015 | 1069 | 1124 | 1162 | 1270 |
Fund Return | 5.93% | 1.48% | 6.9% | 3.97% | 3.06% | 2.42% |
Place in category | 48 | 33 | 42 | 54 | 18 | 18 |
% in Category | 20 | 13 | 17 | 30 | 11 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Core Plus Bond Instl | 6.59B | 4.00 | -1.42 | 2.77 | ||
Wells Fargo Core Bond Inst | 2.89B | 3.32 | -1.83 | 1.61 | ||
Wells Fargo Short-Term Hi Yld Bd In | 1.84B | 6.72 | 4.49 | 3.86 | ||
Wells Fargo Core Bond R6 | 1.71B | 3.46 | -1.75 | 1.67 | ||
Wells Fargo Core Plus Bond Fund Cla | 1.14B | 3.65 | -1.70 | 2.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 12.97B | 5.21 | 3.40 | - | ||
Putnam Short Duration Income A | 3.08B | 5.15 | 3.98 | 2.04 | ||
Putnam Short Duration Income Y | 6.16B | 5.25 | 4.08 | 2.14 | ||
BBH Limited Duration I | 8.48B | 6.32 | 4.33 | 2.89 | ||
PIMCO Short-Term Instl | 6.86B | 5.75 | 3.89 | 2.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.75% | - | 11.53 | - | - | |
United States Treasury Notes 4.125% | - | 2.97 | - | - | |
United States Treasury Notes 4.25% | - | 2.41 | - | - | |
SPGN 2022-TFLM MORTGAGE TRUST 6.15929% | - | 2.35 | - | - | |
United States Treasury Notes 5% | - | 2.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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