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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1002 | 1022 | 849 | 1057 | 1238 |
Fund Return | 2.82% | 0.18% | 2.23% | -5.32% | 1.11% | 2.16% |
Place in category | - | - | - | - | - | - |
% in Category | 32 | 64 | 40 | 93 | 39 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Short Duration Fund Cl 0 | 26.47M | 5.29 | 0.34 | 1.79 | ||
Core Plus Fixed Income Fund Cl R | 3.08M | 7.84 | -4.27 | 2.35 | ||
Core Plus Fixed Income Fund Cl 60 | 271.09Array | -1.20 | -3.73 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 64.58B | -0.88 | -1.50 | 2.27 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 | ||
PIMCO Total Return Instl | 40.62B | -0.47 | -2.82 | 1.55 | ||
Bridge Builder Core Plus Bond | 34.29B | -0.86 | -2.30 | - | ||
Fidelity Total Bond | 33.34B | -0.84 | -2.09 | 2.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Western Asset Core Plus Bond CL R-INT | - | 100.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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