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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 968 | 1089 | 1219 | 1181 | 1346 |
Fund Return | 3.99% | -3.19% | 8.88% | 6.81% | 3.39% | 3.02% |
Place in category | 328 | 353 | 318 | 28 | 292 | 218 |
% in Category | 96 | 100 | 90 | 10 | 89 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.06B | 21.96 | 12.60 | 14.32 | ||
GMO Quality III | 3.07B | 21.86 | 12.49 | 14.22 | ||
GMO Quality IV | 1.42B | 21.95 | 12.56 | 14.27 | ||
GMO Benchmark-Free III | 945.04M | 5.97 | 6.78 | 3.56 | ||
GMO Benchmark-Free Allocation III | 866.07M | 3.51 | 5.77 | 2.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.61B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 35.57B | 16.80 | 8.87 | 7.56 | ||
American Funds Capital Income Bld | 17.66B | 13.23 | 6.78 | 5.90 | ||
First Eagle Global A | 14.43B | 16.56 | 8.62 | 7.29 | ||
American Funds Global Balanced R6 | 14.3B | 9.16 | 3.32 | 5.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 5.19% | - | 9.42 | - | - | |
United States Treasury Notes 5.23% | - | 7.07 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 4.62 | - | - | |
United States Treasury Notes 1.88% | - | 4.37 | - | - | |
United States Treasury Notes 1.75% | - | 4.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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