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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 922 | 1093 | 953 | 1015 | 1188 | - |
Fund Return | -7.83% | 9.31% | -4.7% | 0.48% | 3.51% | - |
Place in category | 389 | 203 | 386 | 315 | 202 | - |
% in Category | 74 | 38 | 77 | 76 | 58 | - |
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 Implementation | 2.24B | 3.99 | 6.81 | 3.02 | ||
GMO Quality IV | 1.42B | 21.95 | 12.56 | 14.27 | ||
GMO Benchmark-Free III | 945.04M | 5.97 | 6.78 | 3.56 |
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 0.17% | - | 51.83 | - | - | |
United States Treasury Notes 1.13% | - | 36.95 | - | - | |
United States Treasury Bills 0% | - | 0.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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