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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 965 | 965 | 1051 | 1181 | 1966 | 2109 |
Fund Return | -3.54% | -3.54% | 5.06% | 5.7% | 14.48% | 7.75% |
Place in category | 316 | 316 | 154 | 201 | 118 | 108 |
% in Category | 90 | 90 | 54 | 65 | 50 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuideMark Large Cap Core Service | 696.46M | -5.90 | 7.40 | 10.78 | ||
GuidePath Tactical Allocation Svc | 623.28M | -3.70 | 8.41 | 6.52 | ||
GuidePath Conservative Allocation | 544.26M | 1.80 | 3.72 | 3.98 | ||
GuideMark World ex-US Service | 111.03M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 41.54M | 8.76 | -0.37 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 52.53B | -0.11 | 7.13 | 7.91 | ||
American Funds Capital World Gr R6 | 33.85B | -0.03 | 7.49 | 8.27 | ||
American Funds Capital World Gr I | 14.83B | -0.07 | 7.37 | 8.16 | ||
DFA Global Equity I | 8.31B | -1.73 | 6.89 | 9.10 | ||
Templeton Growth A | 7.27B | 1.18 | 5.45 | 3.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 15.55 | 482.06 | -3.41% | |
Schwab US Large-Cap | US8085242019 | 11.68 | 20.72 | -3.31% | |
Vanguard FTSE Developed Markets | US9219438580 | 10.21 | 48.09 | -1.98% | |
iShares Core S&P Small-Cap | US4642878049 | 6.35 | 94.22 | -4.40% | |
American Funds Growth Fund of Amer F3 | - | 6.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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