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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1068 | 1144 | 1136 | 1383 | 1643 |
Fund Return | 1.39% | 6.8% | 14.37% | 4.35% | 6.7% | 5.09% |
Place in category | 155 | 103 | 48 | 104 | 55 | 53 |
% in Category | 47 | 32 | 13 | 27 | 19 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.16B | 17.95 | 10.18 | 14.37 | ||
GMO Quality III | 3.12B | 17.85 | 10.07 | 14.25 | ||
GMO Implementation | 2.33B | 4.07 | 6.10 | 3.18 | ||
GMO Quality IV | 1.42B | 17.92 | 10.12 | 14.31 | ||
GMO Benchmark-Free III | 1.03B | 5.81 | 5.97 | 3.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.23B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 37.2B | 16.17 | 7.37 | 7.69 | ||
American Funds Capital Income Bld | 17.77B | 11.79 | 5.49 | 5.93 | ||
American Funds Global Balanced R6 | 14.36B | 8.40 | 2.39 | 5.24 | ||
First Eagle Global A | 15.09B | 15.95 | 7.12 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GMO International Equity IV | - | 14.34 | - | - | |
GMO Emerging Markets ex-China VI | - | 8.57 | - | - | |
GMO U.S. Opportunistic Value Vi | - | 8.21 | - | - | |
GMO International Opportunistic Val IV | - | 8.15 | - | - | |
GMO Emerging Markets VI | - | 7.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Neutral |
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