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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 | 1036 | 1035 | 1225 | 1380 | 1541 | 2071 |
Fund Return | 3.62% | 3.52% | 22.48% | 11.33% | 9.04% | 7.55% |
Place in category | 39 | 88 | 16 | 6 | 25 | 10 |
% in Category | 17 | 40 | 9 | 4 | 16 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.43B | 3.08 | 7.78 | 8.90 | ||
GuideMark Large Cap Core Service | 783.46M | 3.08 | 10.71 | 12.32 | ||
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% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.39B | 1.76 | 1.11 | 4.77 | ||
Brighthouse Balanced Plus Portfolio | 7.45B | 1.48 | -1.72 | 4.36 | ||
Columbia Adaptive Risk Allocation Z | 2.22B | 1.99 | 1.23 | 5.12 | ||
Horizon Active Risk Assist N | 1.32B | 3.04 | 5.14 | 5.44 | ||
SEI Multi-Asset Accumulation F (SIM | 1.15B | 2.96 | -2.22 | 2.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 24.07 | 602.04 | +0.83% | |
Vistra Energy | US92840M1027 | 4.86 | 148.29 | +7.52% | |
Apple | US0378331005 | 4.83 | 244.30 | -1.11% | |
Microsoft | US5949181045 | 4.45 | 402.84 | +1.24% | |
NVIDIA | US67066G1040 | 4.20 | 131.10 | +3.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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