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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1014 | 1068 | 1117 | 1018 | 1259 |
Fund Return | 4.15% | 1.41% | 6.78% | 3.75% | 0.36% | 2.33% |
Place in category | 255 | 270 | 151 | 142 | 147 | 98 |
% in Category | 45 | 47 | 27 | 32 | 34 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Emerging Markets Debt I | 4.09B | 4.78 | 9.05 | 3.47 | ||
US5529897093 | 4.06B | 4.17 | 4.17 | 2.96 | ||
MFS Emerging Markets Debt R6 | 2.87B | 4.92 | 9.20 | 3.58 | ||
MFS Total Return Bond A | 2.31B | 4.02 | 3.49 | 2.06 | ||
MFS Municipal High Income I | 2B | -1.24 | 3.23 | 2.99 |
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 | 40.75B | 4.85 | 3.80 | - | ||
Baird Core Plus Bond Inst | 37.5B | 4.06 | 3.76 | 2.53 | ||
PIMCO Total Return Instl | 33.9B | 4.70 | 3.42 | 2.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.13% | - | 5.86 | - | - | |
5 Year Treasury Note Future Sept 25 | - | 4.35 | - | - | |
2 Year Treasury Note Future Sept 25 | - | 3.78 | - | - | |
Ultra US Treasury Bond Future Sept 25 | - | 2.51 | - | - | |
United States Treasury Bonds 4.75% | - | 2.17 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Neutral |
Summary | Strong Sell | Sell | Sell |
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