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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 987 | 1146 | 1127 | 1585 | 2417 |
Fund Return | 14.6% | -1.27% | 14.6% | 4.05% | 9.64% | 9.23% |
Place in category | - | - | - | - | - | - |
% in Category | 5 | 13 | 5 | 14 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 1.32B | 12.07 | 3.49 | 9.98 | ||
Moderate Managed Account Portfolio | 912.36M | 10.72 | 2.30 | 7.00 | ||
Growth Managed Account Portfolio MA | 641.24M | 16.92 | 5.47 | 8.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.83B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 36.13B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 17.93B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.6B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.39B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 47.10 | - | - | |
Diversified International Equity CL 0 | - | 26.93 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 16.59 | - | - | |
Diversified Fixed Income CL 0 | - | 9.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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