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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1092 | 1042 | 1296 | 1577 | 1600 | 1967 |
| Fund Return | 9.2% | 4.17% | 29.6% | 16.39% | 9.85% | 7% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| GMO Quality IV | 12.48B | 1.76 | 18.90 | 15.85 | ||
| GMO Quality III | 12.48B | 1.74 | 18.85 | 15.80 | ||
| GMO Quality VI | 12.48B | 1.77 | 18.96 | 15.90 | ||
| GMO Benchmark-Free Allocation III | 2.57B | 7.95 | 14.65 | 6.51 | ||
| GMO Benchmark-Free Allocation IV | 2.57B | 7.95 | 14.73 | 6.57 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds College 2030 529A | 4.06B | 1.82 | 8.68 | 6.72 | ||
| American Funds College 2033 529A | 3.48B | 2.88 | 11.80 | 8.39 | ||
| American Funds College 2027 529A | 3.02B | 0.98 | 6.23 | 5.02 | ||
| Fidelity Advisor Real Estate IncomI | 1.32B | 3.64 | 8.26 | 5.82 | ||
| Fidelity Real Estate Income | 1.29B | 3.63 | 8.28 | 5.83 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 5 Year Treasury Note Future June 26 | BBG01XK4Y873 | 15.61 | - | - | |
| 10 Year Treasury Note Future June 26 | BBG01XB0H674 | 8.71 | - | - | |
| 2 Year Treasury Note Future June 26 | BBG01XK4Y0H9 | 8.22 | - | - | |
| United States Treasury Notes 3.78% | - | 6.96 | - | - | |
| United States Treasury Notes 3.81% | - | 6.67 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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