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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 995 | 1199 | 1398 | 2106 | 3264 |
Fund Return | 2.23% | -0.46% | 19.87% | 11.82% | 16.06% | 12.56% |
Place in category | 422 | 270 | 101 | 505 | 497 | 175 |
% in Category | 30 | 18 | 8 | 40 | 45 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.46B | 3.42 | 2.15 | 4.80 | ||
PIMCO StocksPLUS Instl | 1.93B | 1.72 | 11.58 | 12.41 | ||
PIMCO RAE Fundamental EMkts Instl | 1.83B | -0.40 | 6.76 | - | ||
PIMCO Inflation Response MultiAsst | 1.66B | 4.29 | 3.51 | 4.70 | ||
PIMCO StocksPLUS Intl (USD-HedgedI | 1.66B | 7.02 | 13.14 | 8.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPTR TRS EQUITY FEDL01+49 *BULLET* MBC | - | 40.44 | - | - | |
SPTR TRS EQUITY FEDL01+49.5 *BULLET* MBC | - | 31.81 | - | - | |
SPTR TRS EQUITY FEDL01+71 *BULLET* TOR | - | 27.87 | - | - | |
Federal National Mortgage Association 6.5% | - | 24.79 | - | - | |
E-mini S&P 500 Future Mar 25 | - | 24.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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