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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 1028 | 1191 | 1137 | 1438 | 1855 |
Fund Return | 13.63% | 2.8% | 19.13% | 4.39% | 7.54% | 6.37% |
Place in category | - | - | - | - | - | - |
% in Category | 55 | 62 | 52 | 56 | 53 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Retirement Advocate Aggressive Fund | 233.72M | 18.98 | 6.83 | 8.59 | ||
TDA Managed Retirement Growth Clas1 | 84.47M | 13.21 | 5.30 | 8.64 | ||
TDA Managed Retirement Growth Clas2 | 84.47M | 12.95 | 5.04 | 8.36 | ||
TDA Managed Retirement Balanced Cl1 | 75.54M | 10.79 | 4.83 | 7.30 | ||
TDA Managed Retirement Balanced Cl2 | 75.54M | 10.54 | 4.57 | 7.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.65B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 56.6B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 18.85 | 6.81 | 9.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity 500 Index | - | 24.93 | - | - | |
IR+M Core Bond | - | 20.30 | - | - | |
IR+M Intermediate Collective Fund | - | 10.21 | - | - | |
Fidelity Mid Cap Index | - | 7.93 | - | - | |
WCM Focused International Growth Instl | - | 7.32 | - | - |
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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