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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1012 | 1054 | 1137 | 1157 | 1239 |
Fund Return | 1.23% | 1.23% | 5.35% | 4.37% | 2.96% | 2.17% |
Place in category | 93 | 93 | 159 | 127 | 126 | 63 |
% in Category | 33 | 33 | 59 | 61 | 63 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.97B | 3.00 | 1.13 | 1.93 | ||
JPMorgan Core Bond Select | 22.17B | 2.96 | 0.93 | 1.75 | ||
JPMorgan Core Plus Bond R6 | 13.84B | 2.90 | 1.31 | 2.14 | ||
JPMorgan Short Duration Bond R6 | 7.92B | 1.60 | 3.69 | 2.11 | ||
JPMorgan Strategic Income Opps Sel | 7.52B | 1.02 | 4.18 | 2.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ultra-Short-Term Bond Admi | 13.59B | 1.28 | 4.36 | 2.26 | ||
Putnam Short Duration Income A | 9.59B | 1.26 | 4.69 | 2.20 | ||
Putnam Short Duration Income Y | 9.59B | 1.28 | 4.80 | 2.30 | ||
BBH Limited Duration I | 9.04B | 1.33 | 5.30 | 3.04 | ||
Baird Ultra Short Bond Institutiona | 8.25B | 1.20 | 4.66 | 2.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 1.13 | - | - | |
Wells Fargo Securities, L | - | 1.09 | - | - | |
Santander UK Group Holdings PLC 1.532% | - | 1.08 | - | - | |
United States Treasury Notes 4.625% | - | 0.97 | - | - | |
American Express Credit Account Master Trust 3.39% | - | 0.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Sell | Neutral | Buy |
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