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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1018 | 1139 | 974 | 1122 | 1423 |
Fund Return | 8.36% | 1.83% | 13.92% | -0.86% | 2.33% | 3.59% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 4.73B | 28.86 | 7.92 | 15.29 | ||
Transamerica JPMorgan Enhanced Inde | 3.04B | 24.23 | 9.00 | 12.89 | ||
Transamerica International Equity I | 2.57B | 3.54 | 1.07 | 4.75 | ||
Transamerica Large Cap Value I2 | 1.63B | 17.17 | 7.14 | 9.30 | ||
Transamerica Asset Allc Mod Gr A | 1.2B | 13.15 | 2.65 | 6.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.38B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.51B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.47B | 7.54 | 0.93 | 4.82 | ||
Vanguard Wellesley Income Inv | 8.94B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.78B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 31.66 | 95.94 | -0.56% | |
ishares S&P 500 | US4642872000 | 14.40 | 583.33 | -1.50% | |
iShares Short Treasury Bond | US4642886794 | 13.62 | 110.23 | +0.03% | |
iShares Broad USD Investment Grade Corporate Bond | US4642886208 | 13.28 | 49.77 | -0.48% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 11.65 | 127.48 | -1.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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