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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 989 | 1018 | 1219 | 1215 | 1430 |
Fund Return | -0.55% | -1.06% | 1.84% | 6.84% | 3.97% | 3.64% |
Place in category | - | - | - | - | - | - |
% in Category | 39 | 67 | 36 | 17 | 28 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 64.04B | -0.32 | -0.92 | 2.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 | ||
PIMCO Total Return Instl | 42.56B | -0.02 | -2.24 | 1.80 | ||
Bridge Builder Core Plus Bond | 32.82B | -0.27 | -1.71 | - | ||
Fidelity Total Bond | 33.34B | -0.19 | -1.45 | 2.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
5Y T-Note (Cbt) Sep 212021-09-30-- | - | 14.41 | - | - | |
United States Treasury Notes 0.1% | - | 5.15 | - | - | |
United States Treasury Notes 0.16% | - | 3.67 | - | - | |
United States Treasury Notes 0.88% | - | 2.88 | - | - | |
United States Treasury Notes 2.63% | - | 2.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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