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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1047 | 1068 | 952 | 1035 | 1239 |
Fund Return | 3.15% | 4.72% | 6.77% | -1.61% | 0.69% | 2.17% |
Place in category | - | - | - | - | - | - |
% in Category | 83 | 62 | 92 | 37 | 38 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 70.32B | 4.31 | -0.30 | 2.70 | ||
Strategic Advisers Core Income | 43.7B | 3.81 | -1.99 | 2.09 | ||
PIMCO Total Return Instl | 39.53B | 4.14 | -1.88 | 1.91 | ||
Bridge Builder Core Plus Bond | 37.05B | 4.08 | -1.29 | - | ||
Fidelity Advisor Total Bond Z | 33.34B | 3.95 | -1.10 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aon Core Plus Bond Cl I | - | 80.24 | - | - | |
Aon High Yield Plus Cl I | - | 10.08 | - | - | |
Aon Daily Valued Direct Real Estate I | - | 9.65 | - | - |
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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