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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 | 1120 | 973 | 1120 | 1003 | 1228 | 1314 |
Fund Return | 11.97% | -2.66% | 11.97% | 0.1% | 4.19% | 2.77% |
Place in category | 69 | 198 | 69 | 160 | 130 | 112 |
% in Category | 37 | 82 | 37 | 68 | 65 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Power Dividend Index I | 60.19M | 12.32 | 0.37 | 3.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.33B | 4.12 | 0.00 | 4.65 | ||
Brighthouse Balanced Plus Portfolio | 7.45B | 3.76 | -3.94 | 4.21 | ||
Columbia Adaptive Risk Allocation Z | 2.24B | 7.86 | -0.07 | 5.01 | ||
Horizon Active Risk Assist N | 1.33B | 13.62 | 2.24 | 4.88 | ||
SEI Multi-Asset Accumulation F (SIM | 1.14B | 3.67 | -4.36 | 2.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Synchrony Financial | US87165B1035 | 2.54 | 66.66 | -4.58% | |
Capital One Financial | US14040H1059 | 2.47 | 203.12 | +0.30% | |
Williams | US9694571004 | 2.44 | 55.20 | +1.19% | |
Ameriprise Financial | US03076C1062 | 2.42 | 571.84 | +1.86% | |
Fastenal | US3119001044 | 2.32 | 74.79 | -1.94% |
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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