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In our assessment of popular bond funds, we looked at a group of bond funds that often make shortlists for advisors –DoubleLine Total Return Bond I, DoubleLine Core Fixed...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 976 | 951 | 1009 | 844 | 996 | 1101 |
Fund Return | -2.43% | -4.88% | 0.94% | -5.51% | -0.08% | 0.96% |
Place in category | 311 | 345 | 276 | 339 | 302 | 188 |
% in Category | 58 | 57 | 50 | 70 | 61 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 78.4B | 1.97 | 0.17 | 3.72 | ||
PIMCO Income P | 34.27B | 1.88 | 0.07 | 3.62 | ||
PIMCO Income A | 13.07B | 1.63 | -0.23 | 3.32 | ||
PIMCO Foreign Bond (USD-Hedged) I | 9.18B | 3.14 | -2.49 | 2.88 | ||
PIMCO Short-Term Instl | 7.45B | 5.15 | 1.69 | 1.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 55.05B | -1.34 | -3.68 | 1.89 | ||
Strategic Advisers Core Income | 47.64B | -2.58 | -5.26 | 1.23 | ||
Fidelity Advisor Total Bond I | 9.7B | -1.51 | -4.28 | 1.60 | ||
Fidelity Advisor Total Bond T | 287.15M | -1.71 | -4.52 | 1.34 | ||
Fidelity Advisor Total Bond Z | 7.71B | -1.39 | -4.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 5% | - | 5.85 | - | - | |
US 5 Year Note (CBT) Sept13 | - | 5.71 | - | - | |
Federal National Mortgage Association 3% | - | 5.62 | - | - | |
Fin Fut Us 2Yr Cbt 09/29/23 | - | 4.47 | - | - | |
Pimco Fds | - | 3.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Buy | Sell |
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