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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1034 | 1236 | 1131 | 1661 | 2064 |
Fund Return | 7.88% | 3.36% | 23.6% | 4.18% | 10.68% | 7.52% |
Place in category | 40 | 46 | 15 | 31 | 14 | 6 |
% in Category | 26 | 28 | 11 | 17 | 11 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.27B | 8.14 | 3.02 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | 1.75 | 0.33 | 3.94 | ||
Brighthouse Balanced Plus Portfolio | 7.69B | 1.95 | -3.24 | 4.41 | ||
Columbia Adaptive Risk Allocation Z | 2.41B | 2.98 | 0.33 | 4.61 | ||
Horizon Active Risk Assist N | 1.27B | 8.14 | 3.02 | - | ||
SEI Multi-Asset Accumulation F (SIM | 1.25B | 2.58 | -3.35 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® Portfolio S&P 500 Growth ETF | - | 17.89 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 12.89 | - | - | |
Invesco QQQ Trust | - | 10.73 | - | - | |
SPDR® Portfolio S&P 500 Value ETF | - | 9.06 | - | - | |
iShares Core Dividend Growth ETF | - | 7.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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