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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 880 | 914 | 933 | 1162 | 1317 | - |
Fund Return | -11.97% | -8.64% | -6.71% | 5.14% | 5.66% | - |
Place in category | 202 | 252 | 194 | 196 | 180 | - |
% in Category | 79 | 89 | 74 | 84 | 81 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.33B | 4.12 | 0.00 | 4.65 | ||
PIMCO StocksPLUS Instl | 1.91B | 24.97 | 7.61 | 12.56 | ||
PIMCO RAE Fundamental EMkts Instl | 1.86B | 6.98 | 5.54 | - | ||
PIMCO Inflation Response MultiAsst | 1.63B | 5.49 | 2.15 | 4.63 | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.53B | 14.88 | 8.18 | 8.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.24B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced I | 42.26B | 15.94 | 4.82 | 9.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future June 22 | - | 34.78 | - | - | |
MSCI EAFE Index TAS Future June 22 | - | 24.82 | - | - | |
United States Treasury Notes 0.75% 0.75% | - | 6.58 | - | - | |
PIMCO Income Instl | - | 6.24 | - | - | |
United States Treasury Bills 0% 0% | - | 6.20 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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