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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1013 | 1065 | 1116 | 1146 | 1230 |
Fund Return | 5.66% | 1.28% | 6.49% | 3.71% | 2.77% | 2.09% |
Place in category | 73 | 111 | 69 | 100 | 48 | 50 |
% in Category | 26 | 41 | 25 | 50 | 28 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Core Plus Bond Instl | 6.68B | 0.74 | -1.05 | 2.45 | ||
Wells Fargo Core Bond Inst | 2.91B | 0.53 | -1.41 | 1.28 | ||
Wells Fargo Short-Term Hi Yld Bd In | 1.93B | 0.88 | 4.73 | 3.98 | ||
Wells Fargo Core Bond R6 | 1.74B | 0.56 | -1.35 | 1.34 | ||
Wells Fargo Core Plus Bond Fund Cla | 1.13B | 0.62 | -1.33 | 2.22 |
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 % | |
---|---|---|---|---|---|
United States Treasury Notes 3.75% | - | 11.62 | - | - | |
United States Treasury Notes 0.75% | - | 2.99 | - | - | |
United States Treasury Notes 4.25% | - | 2.43 | - | - | |
SPGN 2022-TFLM MORTGAGE TRUST 6.35396% | - | 2.36 | - | - | |
Dominos Pizza Inc. 4.474% | - | 1.87 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Neutral | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Strong Buy |
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