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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 935 | 1047 | 964 | 1045 | 1246 | 1485 |
Fund Return | -6.51% | 4.67% | -3.64% | 1.49% | 4.5% | 4.03% |
Place in category | 171 | 1 | 170 | 141 | 94 | 64 |
% in Category | 98 | 1 | 98 | 96 | 84 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Convertible Institutional | 1.11B | 9.69 | -2.28 | 9.48 | ||
AllianzGI Convertible A | 166.04M | 2.29 | -2.53 | 8.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement Income I | 36.54B | 6.32 | 1.07 | 4.21 | ||
Vanguard Target Retire Trust Plus I | 22.43B | 6.37 | 1.10 | 4.27 | ||
The Vanguard Target Retire Inc Trus | 22.43B | 8.31 | 2.22 | 4.56 | ||
The Vanguard Target Retire Incm Tru | 22.43B | 6.37 | 1.08 | 4.25 | ||
BlackRock LifePath Index Retire K | 11.26B | 7.09 | 0.58 | 4.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Dec20 Xcbt 20201231 | - | 10.22 | - | - | |
Us 10yr Note (Cbt)dec20 Xcbt 20201221 | - | 9.41 | - | - | |
Us 10yr Ultra Fut Dec20 Xcbt 20201221 | - | 8.62 | - | - | |
AllianzGI Short Duration High Income R6 | - | 8.33 | - | - | |
E-Mini Russ 1000 Vsep20 Xcme 20200918 | - | 8.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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