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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1036 | 1016 | 1045 | 1131 | 1105 | 1189 |
| Fund Return | 3.57% | 1.57% | 4.52% | 4.2% | 2.02% | 1.75% |
| Place in category | 514 | 481 | 461 | 388 | 245 | 307 |
| % in Category | 94 | 89 | 87 | 82 | 56 | 88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Franklin Total Return A | 2.38B | 6.44 | 5.96 | 1.58 | ||
| Franklin Strategic Income A | 2.04B | 6.67 | 7.13 | 2.78 | ||
| Franklin High Yield Tax-Free Inc A | 1.99B | 3.54 | 7.21 | 2.71 | ||
| Templeton Global Bond A | 1.49B | 15.80 | 4.54 | -0.26 | ||
| Franklin Low Duration Total ReturnA | 1.37B | 4.45 | 5.43 | 2.20 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Investment-Grad | 38.34B | 5.93 | 6.44 | 2.71 | ||
| Vanguard Instl Intrm-Trm Bd Instl P | 31.94B | 6.33 | 5.73 | 2.19 | ||
| Lord Abbett Short Duration Income I | 27.58B | 5.29 | 5.84 | 2.85 | ||
| American Funds Interm Bd Fd of R6 | 13.37B | 6.33 | 5.51 | 2.22 | ||
| Vanguard Short-Term Investment-Graa | 12.73B | 5.95 | 6.46 | 2.74 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 2 Year Treasury Note Future Sept 25 | - | 35.68 | - | - | |
| United States Treasury Notes 0.625% | - | 5.07 | - | - | |
| United States Treasury Notes 4.625% | - | 4.22 | - | - | |
| United States Treasury Notes 3.75% | - | 3.65 | - | - | |
| U.S. Treasury Security Stripped Interest Security 0% | - | 1.97 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Sell | Strong Sell | Strong Buy |
| Summary | Neutral | Neutral | Strong Buy |
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