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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1025 | 1078 | 1208 | 1304 | 1476 |
Fund Return | 3.77% | 2.46% | 7.77% | 6.5% | 5.45% | 3.97% |
Place in category | 125 | 47 | 280 | 56 | 244 | 183 |
% in Category | 31 | 12 | 75 | 16 | 73 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality III | 3.21B | 4.14 | 13.96 | 14.22 | ||
GMO Quality VI | 3.12B | 4.14 | 14.05 | 14.33 | ||
GMO Implementation | 2.02B | 3.37 | 6.95 | 3.14 | ||
GMO Quality IV | 1.17B | 4.13 | 14.01 | 14.28 | ||
GMO Benchmark-Free Allocation III | 886.24M | 3.15 | 5.98 | 3.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.84B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 37.28B | 5.93 | 8.36 | 7.47 | ||
American Funds Capital Income Bld | 18.35B | 5.69 | 6.86 | 6.14 | ||
First Eagle Global A | 14.91B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.67B | 3.71 | 4.59 | 5.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.61% | - | 8.17 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 7.52 | - | - | |
Ultra 10 Year US Treasury Note Future Mar 25 | - | 5.51 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 5.25 | - | - | |
GMO Opportunistic Income VI | - | 4.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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