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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1011 | 1085 | 953 | 1081 | 1310 |
Fund Return | 4.23% | 1.11% | 8.52% | -1.6% | 1.58% | 2.74% |
Place in category | 26 | 38 | 135 | 224 | 206 | 113 |
% in Category | 9 | 14 | 54 | 94 | 97 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.1B | 6.46 | 5.70 | 5.50 | ||
SEI S&P 500 Index A (SIIT) | 4.03B | 1.46 | 12.47 | 12.92 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.37B | 2.74 | 8.89 | 10.07 | ||
SEI International Equity F (SIT) | 3.15B | 9.13 | 7.70 | 5.70 | ||
SEI Global Managed Volatility A (SI | 1.88B | 6.15 | 9.83 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.39B | 3.42 | 2.15 | 4.80 | ||
Brighthouse Balanced Plus Portfolio | 7.45B | 2.84 | -0.49 | 4.29 | ||
Columbia Adaptive Risk Allocation Z | 2.15B | 3.15 | 2.27 | 5.12 | ||
Horizon Active Risk Assist N | 1.26B | 2.21 | 6.01 | 4.82 | ||
PIMCO Energy & Tactical Credit Opps | 1.11B | 5.23 | 23.73 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Mar 25 | - | 13.88 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 7.86 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 6.38 | - | - | |
Euro Bobl Future Mar 25 | DE000F01NAE7 | 4.41 | - | - | |
United States Treasury Bills 0% | - | 3.79 | - | - |
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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