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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1117 | 1006 | 1279 | 1105 | 1590 | 2054 |
Fund Return | 11.68% | 0.65% | 27.95% | 3.39% | 9.71% | 7.46% |
Place in category | 55 | 141 | 23 | 45 | 17 | 8 |
% in Category | 31 | 58 | 13 | 25 | 13 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.36B | 13.63 | 2.88 | 4.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.97B | 4.53 | 0.61 | 4.32 | ||
Brighthouse Balanced Plus Portfolio | 7.39B | 5.64 | -3.18 | 4.55 | ||
Columbia Adaptive Risk Allocation Z | 2.26B | 7.84 | 0.76 | 5.08 | ||
Horizon Active Risk Assist N | 1.36B | 13.63 | 2.88 | 4.96 | ||
SEI Multi-Asset Accumulation F (SIM | 1.17B | 4.01 | -3.87 | 2.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 20.15 | 86.30 | 0.00% | |
iShares MSCI USA Quality Factor ETF | - | 13.79 | - | - | |
iShares Core MSCI Intl Dev Mkts ETF | - | 8.91 | - | - | |
iShares Core Dividend Growth ETF | - | 8.82 | - | - | |
JPMorgan US Quality Factor ETF | - | 7.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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