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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 | 1000 | 1000 | 1053 | 1157 | 1081 | 1359 |
| Fund Return | 0.04% | 0.04% | 5.34% | 4.99% | 1.58% | 3.11% |
| Place in category | 124 | 124 | 44 | 64 | 30 | 22 |
| % in Category | 25 | 25 | 9 | 17 | 12 | 10 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dodge & Cox Global Bond | 4.7B | -0.18 | 6.71 | 4.89 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| 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 | ||
| PIMCO Total Return Instl | 36.45B | -0.29 | 4.93 | 2.35 | ||
| Guggenheim Total Return Bond Instl | 29.79B | -0.11 | 4.86 | 3.20 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Federal Home Loan Mortgage Corp. | - | 2.79 | - | - | |
| United States Treasury Bonds | - | 1.80 | - | - | |
| United States Treasury Bonds | - | 1.55 | - | - | |
| Federal Home Loan Mortgage Corp. | - | 1.46 | - | - | |
| United States Treasury Notes | - | 1.32 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Neutral | Neutral | Sell |
| Technical Indicators | Strong Buy | Strong Sell | BUY |
| Summary | Buy | Sell | 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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