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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1046 | 1085 | 964 | 1046 | 1259 |
Fund Return | 3.73% | 4.59% | 8.54% | -1.2% | 0.91% | 2.33% |
Place in category | 355 | 502 | 217 | 73 | 124 | 51 |
% in Category | 58 | 73 | 34 | 20 | 27 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westcore Plus Bond Retail | 294.81M | 3.70 | -1.33 | 2.18 | ||
Westcore Flexible Income Fund Insti | 44.2M | 12.21 | 1.62 | 4.45 | ||
Westcore Flexible Income Fund Retai | 25.51M | 1.98 | 1.48 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 70.32B | 4.31 | -0.30 | 2.70 | ||
Strategic Advisers Core Income | 43.7B | 3.92 | -1.96 | 2.11 | ||
PIMCO Total Return Instl | 39.53B | 4.14 | -1.88 | 1.91 | ||
Bridge Builder Core Plus Bond | 36.95B | 4.08 | -1.29 | - | ||
Fidelity Total Bond | 33.34B | 4.02 | -1.18 | 2.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 3.125% | - | 2.80 | - | - | |
United States Treasury Notes 3.375% | - | 2.73 | - | - | |
United States Treasury Bonds 1.25% | - | 2.63 | - | - | |
United States Treasury Bonds 2.875% | - | 2.49 | - | - | |
United States Treasury Bonds 3.75% | - | 2.19 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Neutral |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Neutral |
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