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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 951 | 1037 | 875 | 1014 | 1314 |
Fund Return | 3.67% | -4.9% | 3.67% | -4.36% | 0.28% | 2.77% |
Place in category | 205 | 239 | 205 | 222 | 208 | 113 |
% in Category | 85 | 97 | 85 | 95 | 95 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.92B | 7.23 | 1.49 | 5.40 | ||
SEI S&P 500 Index A (SIIT) | 4.36B | 24.91 | 8.85 | 13.04 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.59B | 14.57 | 5.28 | 10.06 | ||
SEI International Equity F (SIT) | 3.08B | 6.75 | 1.95 | 5.44 | ||
SEI Global Managed Volatility A (SI | 1.85B | 15.37 | 6.65 | - |
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 | 1.34B | 13.62 | 2.24 | 4.88 | ||
Horizon Active Asset Allocation N | 788.62M | 12.44 | 3.06 | 7.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Mar 25 | - | 13.60 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 6.76 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 6.02 | - | - | |
Euro Bobl Future Mar 25 | DE000F01NAE7 | 4.84 | - | - | |
United States Treasury Bills 0% | - | 3.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Neutral |
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