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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 951 | 1046 | 1165 | 1175 | 1483 |
Fund Return | 4.63% | -4.86% | 4.63% | 5.23% | 3.29% | 4.02% |
Place in category | 275 | 276 | 275 | 18 | 257 | 178 |
% in Category | 76 | 80 | 76 | 7 | 76 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.19B | 5.18 | 12.81 | 15.03 | ||
GMO Quality III | 3.17B | 18.92 | 9.44 | 14.06 | ||
GMO Implementation | 2.27B | 1.49 | 5.43 | 3.33 | ||
GMO Quality IV | 1.43B | 19.00 | 9.50 | 14.11 | ||
GMO Benchmark-Free Allocation III | 870.55M | 4.27 | 4.94 | 3.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.51B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 37.06B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 18.2B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.93B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.71B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 5.19% | - | 7.64 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 4.76 | - | - | |
GMO Opportunistic Income VI | - | 4.65 | - | - | |
United States Treasury Notes 1.88% | - | 4.65 | - | - | |
United States Treasury Notes 1.75% | - | 4.64 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Buy | Strong Sell | Sell |
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