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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1175 | 1000 | 1175 | 1134 | 1617 | 2248 |
Fund Return | 17.51% | -0.04% | 17.51% | 4.29% | 10.08% | 8.44% |
Place in category | 69 | 32 | 69 | 163 | 73 | 86 |
% in Category | 21 | 11 | 21 | 55 | 28 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuideMark Large Cap Core Service | 805.99M | 22.38 | 7.38 | 11.68 | ||
GuidePath Tactical Allocation Svc | 689.85M | 20.40 | 9.06 | 7.14 | ||
GuidePath Conservative Allocation | 562.16M | 8.17 | 1.59 | 4.03 | ||
GuideMark World ex-US Service | 113.16M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 46.03M | 8.76 | -0.37 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.49B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 35.82B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 15.46B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.2B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth A | 7.96B | 5.42 | 4.04 | 3.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 15.91 | 559.01 | -0.30% | |
Schwab US Large-Cap | US8085242019 | 11.99 | 24.13 | -0.25% | |
Vanguard FTSE Developed Markets | US9219438580 | 8.64 | 50.02 | +0.56% | |
iShares Core S&P Small-Cap | US4642878049 | 6.87 | 119.07 | -0.21% | |
Schwab US Large-Cap Growth | US8085243009 | 6.50 | 28.90 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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