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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 | 1113 | 1043 | 1269 | 1317 | 1564 | 1828 |
Fund Return | 11.27% | 4.32% | 26.89% | 9.62% | 9.35% | 6.22% |
Place in category | 15 | 28 | 11 | 4 | 24 | 12 |
% in Category | 10 | 14 | 8 | 3 | 17 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.3B | 8.18 | 4.01 | 7.51 | ||
GuideMark Large Cap Core Service | 720.28M | 10.67 | 7.87 | 11.43 | ||
GuidePath Conservative Allocation | 532.39M | 3.12 | 1.20 | 3.65 | ||
GuideMark World ex-US Service | 116.12M | 16.10 | 2.77 | 3.34 | ||
GuideMark Emerging Markets Service | 48.89M | 11.08 | -4.30 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | 1.75 | 0.33 | 3.94 | ||
Brighthouse Balanced Plus Portfolio | 7.69B | 1.95 | -3.24 | 4.41 | ||
Columbia Adaptive Risk Allocation Z | 2.39B | 2.98 | 0.33 | 4.61 | ||
Horizon Active Risk Assist N | 1.27B | 8.14 | 3.02 | - | ||
SEI Multi-Asset Accumulation F (SIM | 1.24B | 2.58 | -3.35 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 24.03 | 538.05 | -0.05% | |
Microsoft | US5949181045 | 5.05 | 432.68 | +1.12% | |
Apple | US0378331005 | 3.85 | 207.12 | +7.25% | |
Hartford | US4165151048 | 3.63 | 99.43 | -1.43% | |
Builders FirstSource | US12008R1077 | 3.27 | 143.48 | -2.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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