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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1030 | 1031 | 962 | 956 | 1128 |
Fund Return | 2.99% | 2.99% | 3.12% | -1.28% | -0.9% | 1.21% |
Place in category | 120 | 120 | 561 | 503 | 468 | 280 |
% in Category | 16 | 16 | 98 | 99 | 99 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Western Asset Core Plus Bond I | 2.49B | 3.08 | -0.91 | 1.58 | ||
Western Asset Core Plus Bond IS | 1.47B | 2.97 | -0.92 | 1.60 | ||
Western Asset Core Bond I | 1.16B | 2.87 | -0.42 | 1.51 | ||
Western Asset Core Bond IS | 789.53M | 2.78 | -0.41 | 1.53 | ||
Legg Mason BW Global Opportunitie | 741.22M | 4.76 | -4.03 | 0.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.83 | 2.12 | 2.62 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 | ||
Bridge Builder Core Plus Bond | 38.57B | 3.08 | 1.32 | - | ||
Baird Core Plus Bond Inst | 36.64B | 2.60 | 1.44 | 2.23 | ||
PIMCO Total Return Instl | 34.45B | 3.51 | 1.12 | 1.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 3.625% | - | 2.45 | - | - | |
Federal National Mortgage Association 3% | - | 2.36 | - | - | |
United States Treasury Notes 1.875% | - | 1.95 | - | - | |
Federal National Mortgage Association 4% | - | 1.11 | - | - | |
Fnma Pass-Thru I 3% | - | 1.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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