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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1006 | 1122 | 966 | 1059 | - |
Fund Return | 3.07% | 0.56% | 12.2% | -1.15% | 1.14% | - |
Place in category | 185 | 180 | 194 | 65 | 50 | - |
% in Category | 33 | 34 | 34 | 18 | 13 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 335.07B | 4.17 | 3.41 | 1.43 | ||
US3160671075 | 232.14B | 4.20 | 3.43 | 1.46 | ||
US31617H8051 | 106.24B | 4.33 | 3.63 | - | ||
Fidelity US Bond Index Instl Prem | 60.34B | 1.94 | -2.23 | 1.46 | ||
Strategic Advisers Core Income | 42.86B | 2.64 | -2.08 | 1.99 |
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 | 39.21B | 2.88 | -1.99 | 1.81 | ||
Bridge Builder Core Plus Bond | 36.8B | 2.74 | -1.44 | - | ||
Baird Core Plus Bond Inst | 34.73B | 2.96 | -1.38 | 2.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 2.75 | - | - | |
United States Treasury Notes 4.875% | - | 2.08 | - | - | |
United States Treasury Notes 4.875% | - | 1.89 | - | - | |
United States Treasury Notes 2.75% | - | 1.81 | - | - | |
United States Treasury Bonds 4.25% | - | 1.65 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Strong Sell | Neutral |
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