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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1038 | 1161 | 1196 | 1578 | 2348 |
Fund Return | 2.94% | 3.82% | 16.08% | 6.16% | 9.55% | 8.91% |
Place in category | - | - | - | - | - | - |
% in Category | 30 | 13 | 12 | 8 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 1.13B | 4.16 | 5.73 | 11.05 | ||
Moderate Managed Account Portfolio | 926.12M | 2.41 | 4.63 | 7.33 | ||
Aggressive Managed Account Portfoli | 590.21M | 3.29 | 7.15 | 9.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.73B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.35B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.59B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 15B | 4.61 | 7.40 | 7.42 | ||
American Funds Global Balanced R6 | 14.84B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 42.73 | - | - | |
Diversified International Equity CL 0 | - | 21.81 | - | - | |
Diversified Fixed Income CL 0 | - | 20.37 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 15.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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