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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1030 | 1168 | 1162 | 1404 | 1698 |
Fund Return | 3.04% | 3.03% | 16.82% | 5.14% | 7.02% | 5.44% |
Place in category | 62 | 112 | 50 | 73 | 58 | 48 |
% in Category | 27 | 47 | 26 | 39 | 31 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Asset Allocation N | 752.53M | 2.87 | 5.90 | 8.03 |
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 | ||
SEI Multi-Asset Accumulation F (SIM | 1.15B | 2.96 | -2.22 | 2.75 | ||
PIMCO Energy & Tactical Credit Opps | 1.21B | 10.85 | 28.48 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 25.07 | 87.69 | -1.07% | |
SPDR S&P World ex-US | US78463X8891 | 17.68 | 36.84 | +0.77% | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 15.17 | 52.74 | +0.09% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 9.97 | 39.79 | +0.13% | |
iShares MSCI USA Quality Factor ETF | - | 8.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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