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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1011 | 1066 | 1041 | 1083 | 1268 |
Fund Return | 1.07% | 1.07% | 6.61% | 1.35% | 1.6% | 2.4% |
Place in category | 25 | 25 | 17 | 19 | 13 | - |
% in Category | 62 | 62 | 48 | 59 | 43 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst Money Market Without CP | 7.54B | 1.03 | 2.13 | - | ||
Analyst Money Market | 2.29B | 1.04 | 2.12 | 0.76 | ||
Analyst Diversified Portfolio 90/10 | 354.7M | 1.59 | 1.27 | 2.31 | ||
Analyst Bond A or Higher Dur 1 4Yrs | 340.44M | 1.17 | 1.27 | 1.60 | ||
Analyst Government Bonds up to 5 Y | 174.45M | 0.23 | -0.24 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051291016 | 617.19M | 3.34 | 5.24 | - | ||
IL0051280381 | 458.21M | 1.79 | 3.45 | - | ||
Harel Pia Dollar Bonds Intl | 435.23M | 2.24 | 6.68 | 2.98 | ||
Altshuler Shaham Glbl Bds Protctd | 380.58M | 1.05 | -1.25 | 0.93 | ||
Altshuler Shaham Glbl Bond Stk Free | 371.06M | 2.52 | 3.55 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.25% | - | 5.69 | - | - | |
United States Treasury Notes 4.125% | - | 5.67 | - | - | |
AT&T Inc 4.3% | - | 3.84 | - | - | |
JPMorgan Chase & Co. 4.493% | - | 3.79 | - | - | |
T-Mobile USA, Inc. 3.875% | - | 3.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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