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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1013 | 1053 | 1014 | 1027 | 1084 |
Fund Return | 1.85% | 1.34% | 5.27% | 0.47% | 0.53% | 0.81% |
Place in category | 4 | 5 | 2 | 9 | 46 | 37 |
% in Category | 5 | 7 | 3 | 13 | 63 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 10.96B | -1.98 | -2.79 | 1.70 | ||
DFA Five-Year Global Fixed-Income I | 9.25B | 1.81 | -0.47 | 1.26 | ||
DFA Short-Term Extended Quality I | 5.8B | 1.71 | 0.36 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.62B | -3.24 | -3.99 | 0.84 | ||
DFA Inflation-Protected Securities | 5.12B | -1.57 | -1.76 | 1.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Short-Term Treasury Adm | 5.31B | -0.31 | -0.75 | 0.94 | ||
Vanguard Short-Term Federal Adm | 4.22B | -0.19 | -0.75 | 1.12 | ||
EQ/Intermediate Government Bond Por | 4.12B | -1.27 | -1.84 | 0.59 | ||
Vanguard Short-Term Govt Bd Idx Adm | 2.73B | -0.15 | -0.20 | 0.93 | ||
Eaton Vance Short Duration Gov I | 2.04B | -0.97 | -0.42 | 1.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 9.90 | - | - | |
United States Treasury Bills 0% | - | 9.89 | - | - | |
United States Treasury Notes 5.54507% | - | 9.87 | - | - | |
United States Treasury Notes 5.46907% | - | 9.84 | - | - | |
United States Treasury Bills 0% | - | 9.81 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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