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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1005 | 1105 | 1128 | 1329 | 1484 |
Fund Return | 3.07% | 0.5% | 10.51% | 4.11% | 5.86% | 4.03% |
Place in category | 95 | 146 | 92 | 95 | 99 | 199 |
% in Category | 19 | 29 | 17 | 21 | 23 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.22B | 1.23 | 8.12 | 8.16 | ||
GuideMark Large Cap Core Service | 648.96M | 0.33 | 10.60 | 11.31 | ||
GuidePath Tactical Allocation Svc | 608.31M | 0.61 | 10.38 | 6.91 | ||
GuideMark World ex-US Service | 107.29M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 41.84M | 8.76 | -0.37 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 3.63 | 3.28 | 5.50 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | 1.37 | 6.69 | 7.45 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 2.40 | 3.42 | 4.84 | ||
Vanguard Wellesley Income Inv | 8.56B | 3.63 | 3.22 | 5.43 | ||
BlackRock Multi-Asset Income Instl | 5.6B | 3.37 | 4.43 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Floating Rate Treasury ETF | - | 8.30 | - | - | |
Vanguard High-Yield Corporate Adm | - | 7.36 | - | - | |
Vanguard S&P 500 | US9229083632 | 7.20 | 463.56 | -0.42% | |
American Funds Income Fund of Amer F3 | - | 3.85 | - | - | |
American Funds Capital Income Bldr F3 | - | 3.82 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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