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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1006 | 1067 | 1088 | 1102 | 1323 |
Fund Return | 5.3% | 0.56% | 6.69% | 2.87% | 1.95% | 2.84% |
Place in category | 8 | 50 | 19 | 29 | 25 | 6 |
% in Category | 8 | 33 | 15 | 25 | 20 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 115.63B | 5.58 | 7.29 | 4.53 | ||
PIMCO Income P | 50.39B | 5.53 | 7.18 | 4.43 | ||
PIMCO Total Return Instl | 33.9B | 4.70 | 3.42 | 2.16 | ||
PIMCO Income A | 14.24B | 5.37 | 6.86 | 4.11 | ||
PIMCO Foreign Bond (USD-Hedged) I | 9.76B | 2.31 | 5.24 | 3.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.6B | 4.59 | 2.16 | 2.58 | ||
American Funds Inflation Linked R6 | 12.01B | 5.03 | 1.77 | 2.68 | ||
Vanguard Inflation-Protected Secs I | 11.44B | 4.68 | 2.19 | 2.62 | ||
Fidelity Inflation-Prot Bd Idx In | 10.17B | 4.74 | 2.36 | 2.64 | ||
DFA Inflation-Protected Securities | 5.07B | 4.98 | 2.54 | 2.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ultra 10 Year US Treasury Note Future June 25 | - | 11.08 | - | - | |
TRS R 4.49/91282CCM1 MYC | - | 5.40 | - | - | |
Federal National Mortgage Association 4.5% | - | 4.58 | - | - | |
United States Treasury Notes 0.625% | - | 4.54 | - | - | |
United States Treasury Notes 0.125% | - | 4.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Sell |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Neutral |
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