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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 | 1139 | 1005 | 1139 | 1036 | 1431 | - |
Fund Return | 13.86% | 0.47% | 13.86% | 1.2% | 7.44% | - |
Place in category | 44 | 67 | 44 | 118 | 33 | - |
% in Category | 24 | 33 | 24 | 55 | 19 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
USAA S&P 500 Index Reward | 8.62B | 25.14 | 8.67 | 13.12 | ||
USAA NASDAQ-100 Index | 5.72B | 25.42 | 9.24 | 17.98 | ||
USAA S&P 500 Index Member | 4.56B | 25.05 | 8.58 | 13.01 | ||
USAA Cornerstone Moderately Agrsv | 2.71B | 8.22 | 1.55 | 4.65 | ||
USAA Tax Exempt Intermediate-Term | 2.43B | 2.29 | -0.24 | 2.19 |
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 |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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