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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1034 | 1229 | 1173 | 1611 | 2303 |
Fund Return | 16.92% | 3.38% | 22.91% | 5.47% | 10.01% | 8.7% |
Place in category | - | - | - | - | - | - |
% in Category | 7 | 11 | 5 | 25 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 250.13M | 19.52 | 7.91 | 10.82 | ||
Moderate Managed Account Portfolio | 904.11M | 10.04 | 2.40 | 6.98 | ||
Aggressive Managed Account Portfoli | 581.83M | 18.55 | 6.42 | 9.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.98B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 36.45B | 16.80 | 8.87 | 7.56 | ||
American Funds Capital Income Bld | 17.84B | 13.23 | 6.78 | 5.90 | ||
First Eagle Global A | 14.81B | 16.56 | 8.62 | 7.29 | ||
American Funds Global Balanced R6 | 14.48B | 9.16 | 3.32 | 5.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 41.83 | - | - | |
Diversified International Equity CL 0 | - | 22.20 | - | - | |
Diversified Fixed Income CL 0 | - | 21.02 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 14.95 | - | - |
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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