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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1050 | 1212 | 1252 | 1687 | 2346 |
Fund Return | 3.08% | 5.05% | 21.2% | 7.78% | 11.03% | 8.9% |
Place in category | 250 | 46 | 40 | 115 | 73 | 89 |
% in Category | 65 | 18 | 15 | 42 | 28 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuideMark Large Cap Core Service | 783.46M | 3.08 | 10.71 | 12.32 | ||
GuidePath Tactical Allocation Svc | 676.98M | 3.62 | 11.33 | 7.55 | ||
GuidePath Conservative Allocation | 567.53M | 2.07 | 3.27 | 4.33 | ||
GuideMark World ex-US Service | 117.38M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 46.59M | 8.76 | -0.37 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.6B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 36.93B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.05B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.37B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth Adv | 194.35M | 3.68 | 6.49 | 4.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 16.12 | 549.55 | +0.57% | |
Schwab US Large-Cap | US8085242019 | 12.10 | 23.65 | +0.64% | |
Vanguard FTSE Developed Markets | US9219438580 | 8.55 | 51.78 | +0.42% | |
Schwab US Large-Cap Growth | US8085243009 | 6.78 | 27.66 | +0.99% | |
American Funds Growth Fund of Amer F3 | - | 6.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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