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Tactical asset allocation is an active portfolio management strategy that aims to offer absolute or risk-adjusted returns by switching among different asset classes.Such a strategy...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1204 | 981 | 1204 | 1297 | 1500 | 1993 |
Fund Return | 20.4% | -1.9% | 20.4% | 9.06% | 8.45% | 7.14% |
Place in category | 11 | 153 | 11 | 4 | 21 | 10 |
% in Category | 7 | 65 | 7 | 3 | 14 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.45B | 17.51 | 4.29 | 8.44 | ||
GuideMark Large Cap Core Service | 808.21M | 22.38 | 7.38 | 11.68 | ||
GuidePath Conservative Allocation | 563.52M | 8.17 | 1.59 | 4.03 | ||
GuideMark World ex-US Service | 114.66M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 46.31M | 8.76 | -0.37 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.33B | 4.12 | 0.00 | 4.65 | ||
Brighthouse Balanced Plus Portfolio | 7.45B | 3.76 | -3.94 | 4.21 | ||
Columbia Adaptive Risk Allocation Z | 2.24B | 7.86 | -0.07 | 5.01 | ||
Horizon Active Risk Assist N | 1.35B | 13.62 | 2.24 | 4.88 | ||
SEI Multi-Asset Accumulation F (SIM | 1.15B | 3.67 | -4.36 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 24.01 | 610.89 | -0.30% | |
Microsoft | US5949181045 | 4.64 | 444.06 | -0.59% | |
Apple | US0378331005 | 4.46 | 222.78 | -0.39% | |
Hartford | US4165151048 | 3.77 | 111.49 | +0.54% | |
Aflac | US0010551028 | 3.72 | 104.91 | +0.42% |
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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