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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1186 | 1036 | 1248 | 1205 | 1690 | 2469 |
Fund Return | 18.55% | 3.58% | 24.78% | 6.42% | 11.06% | 9.46% |
Place in category | - | - | - | - | - | - |
% in Category | 5 | 10 | 3 | 15 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 250.13M | 19.52 | 7.91 | 10.82 | ||
Moderate Managed Account Portfolio | 904.11M | 10.04 | 2.40 | 6.98 | ||
Growth Managed Account Portfolio MA | 619.01M | 16.92 | 5.47 | 8.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.98B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 36.45B | 16.80 | 8.87 | 7.56 | ||
American Funds Capital Income Bld | 17.84B | 13.23 | 6.78 | 5.90 | ||
First Eagle Global A | 14.81B | 16.56 | 8.62 | 7.29 | ||
American Funds Global Balanced R6 | 14.48B | 9.16 | 3.32 | 5.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 46.15 | - | - | |
Diversified International Equity CL 0 | - | 27.85 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 16.50 | - | - | |
Diversified Fixed Income CL 0 | - | 9.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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