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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1024 | 1068 | 1172 | 1202 | 1387 |
Fund Return | 1.49% | 2.4% | 6.82% | 5.43% | 3.75% | 3.33% |
Place in category | 336 | 109 | 304 | 45 | 270 | 211 |
% in Category | 92 | 35 | 84 | 14 | 81 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.27B | 5.18 | 12.81 | 15.03 | ||
GMO Quality III | 3.36B | 5.18 | 12.70 | 14.92 | ||
GMO Quality IV | 1.22B | 5.20 | 12.78 | 14.98 | ||
GMO Benchmark-Free III | 1.15B | 1.99 | 4.95 | 4.14 | ||
GMO Benchmark-Free Allocation III | 881.64M | 1.40 | 4.50 | 3.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.76B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.41B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.6B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 15.04B | 4.61 | 7.40 | 7.42 | ||
American Funds Global Balanced R6 | 14.88B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.61% | - | 9.58 | - | - | |
United States Treasury Notes 4.65% | - | 7.70 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 7.19 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 5.57 | - | - | |
Ultra 10 Year US Treasury Note Future Mar 25 | - | 5.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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