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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 | 997 | 997 | 1053 | 1155 | 1045 | 1262 |
| Fund Return | -0.29% | -0.29% | 5.32% | 4.93% | 0.89% | 2.35% |
| Place in category | 361 | 361 | 43 | 69 | 118 | 141 |
| % in Category | 69 | 69 | 9 | 18 | 34 | 45 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| PIMCO Income Instl | 143.66B | -0.55 | 7.46 | 4.85 | ||
| PIMCO Income P | 62.19B | -0.58 | 7.35 | 4.74 | ||
| PIMCO Income A | 15.46B | -0.65 | 7.03 | 4.43 | ||
| PIMCO Foreign Bond (USD-Hedged) I | 11B | -1.57 | 4.92 | 2.88 | ||
| PIMCO Mortgage Opportunities Instl | 9.74B | 0.35 | 6.50 | 3.75 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dodge & Cox Income | 83.51B | 0.04 | 4.99 | 3.11 | ||
| Bridge Builder Core Plus Bond | 46.32B | -0.24 | 4.61 | 2.65 | ||
| Strategic Advisers Core Income | 43.81B | 0.05 | 4.41 | 2.42 | ||
| Baird Core Plus Bond Inst | 43.88B | -0.16 | 4.50 | 2.54 | ||
| Guggenheim Total Return Bond Instl | 29.79B | -0.11 | 4.86 | 3.20 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 5 Year Treasury Note Future Mar 26 | - | 17.23 | - | - | |
| 10 Year Treasury Note Future Mar 26 | - | 13.73 | - | - | |
| Federal National Mortgage Association 5% | - | 5.27 | - | - | |
| Pimco Fds | - | 5.21 | - | - | |
| Federal National Mortgage Association 3% | - | 4.25 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Sell |
| Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
| Summary | Strong Buy | Neutral | Neutral |
| Brokers | Regulation | Minimum Deposit | |
|---|---|---|---|
| Cyprus Securities and Exchange Commission (Cyprus), The National Bank of the Republic of Belarus (Belarus), The Financial Conduct Authority (United Kingdom), Australian Securities and Investments Commission (Australia) | $20 | Start Trading |
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