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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1024 | 1083 | 1091 | 998 | 1262 |
Fund Return | 5.87% | 2.43% | 8.33% | 2.95% | -0.04% | 2.36% |
Place in category | 6 | 6 | 5 | 41 | 31 | 12 |
% in Category | 3 | 2 | 4 | 70 | 58 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Strategic Income Z | 3.49B | 4.78 | 6.25 | 3.69 | ||
Variable Portfolio American Centur1 | 3.34B | 4.02 | 2.40 | 2.03 | ||
Columbia Variable Portfolio Interm1 | 2.28B | 5.88 | 3.05 | 2.47 | ||
Columbia Total Return Bond Z | 1.6B | 5.60 | 3.65 | 2.61 | ||
Columbia Variable Portfolio US Gov1 | 1.29B | 4.90 | 2.23 | 1.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 74.3B | 4.34 | 4.28 | 2.90 | ||
Strategic Advisers Core Income | 44.07B | 4.54 | 3.29 | 2.32 | ||
Bridge Builder Core Plus Bond | 40.69B | 4.85 | 3.80 | - | ||
Baird Core Plus Bond Inst | 37.77B | 4.06 | 3.76 | 2.53 | ||
PIMCO Total Return Instl | 33.9B | 4.70 | 3.42 | 2.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 4.5% | - | 2.88 | - | - | |
Government National Mortgage Association 5% | - | 2.24 | - | - | |
Federal National Mortgage Association 3% | - | 1.98 | - | - | |
Federal National Mortgage Association 4% | - | 1.71 | - | - | |
Octagon Investment Partners XXII Ltd. 6.0017% | - | 1.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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