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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 983 | 989 | 1162 | 1225 | 1453 |
Fund Return | -1.92% | -1.72% | -1.1% | 5.12% | 4.14% | 3.81% |
Place in category | - | - | - | - | - | - |
% in Category | 37 | 20 | 12 | 13 | 13 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 70.32B | 4.31 | -0.30 | 2.70 | ||
Strategic Advisers Core Income | 44.15B | 3.79 | -2.00 | 2.09 | ||
PIMCO Total Return Instl | 39.53B | 4.14 | -1.88 | 1.91 | ||
Bridge Builder Core Plus Bond | 36.97B | 4.08 | -1.29 | - | ||
Fidelity Advisor Total Bond Z | 33.34B | 3.93 | -1.11 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds | - | 4.98 | - | - | |
United States Treasury Notes | - | 4.63 | - | - | |
United States Treasury Notes | - | 2.52 | - | - | |
United States Treasury Notes | - | 2.17 | - | - | |
United States Treasury Notes | - | 1.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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