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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1021 | 1061 | 1143 | 1210 | 1385 |
Fund Return | 1.4% | 2.07% | 6.07% | 4.57% | 3.89% | 3.31% |
Place in category | 343 | 135 | 314 | 86 | 262 | 212 |
% in Category | 94 | 41 | 89 | 25 | 78 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.19B | 5.18 | 12.81 | 15.03 | ||
GMO Quality III | 3.17B | 5.18 | 12.70 | 14.92 | ||
GMO Implementation | 2.27B | 1.49 | 5.43 | 3.33 | ||
GMO Quality IV | 1.44B | 5.20 | 12.78 | 14.98 | ||
GMO Benchmark-Free III | 962.98M | 1.99 | 4.95 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.23B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 35.37B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 17.53B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 14.34B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.15B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Mar 25 | - | 10.80 | - | - | |
United States Treasury Notes 4.4% | - | 9.32 | - | - | |
United States Treasury Notes 4.43% | - | 7.80 | - | - | |
Us 5yr Note (Cbt) | - | 6.92 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 5.40 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Buy | Strong Sell | Neutral |
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