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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 977 | 1130 | 1171 | 1369 | 1689 |
Fund Return | 7.27% | -2.27% | 13% | 5.4% | 6.48% | 5.38% |
Place in category | 295 | 346 | 266 | 91 | 112 | 71 |
% in Category | 81 | 96 | 70 | 26 | 35 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality III | 3.18B | 18.92 | 9.44 | 14.06 | ||
GMO Quality VI | 3.2B | 19.04 | 9.55 | 14.17 | ||
GMO Implementation | 2.28B | 5.01 | 5.97 | 3.30 | ||
GMO Quality IV | 1.44B | 19.00 | 9.50 | 14.11 | ||
GMO Benchmark-Free III | 968.04M | 4.63 | 5.23 | 4.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.54B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 36.99B | 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 | 14.67B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GMO International Equity IV | - | 18.16 | - | - | |
GMO U.S. Opportunistic Value Vi | - | 8.57 | - | - | |
GMO International Opportunistic Val IV | - | 8.46 | - | - | |
GMO-Usonian Japan Value Creation VI | - | 7.27 | - | - | |
GMO Asset Allocation Bond VI | - | 6.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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