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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1109 | 1133 | 1345 | 1621 | 1678 | 2111 |
| Fund Return | 10.9% | 13.34% | 34.5% | 17.46% | 10.91% | 7.76% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| GMO Quality IV | 1.07B | 0.48 | 21.79 | 16.28 | ||
| GMO Quality III | 3.3B | 0.46 | 21.74 | 16.22 | ||
| GMO Quality VI | 3.29B | 0.46 | 21.85 | 16.33 | ||
| GMO Benchmark-Free Allocation III | 695.98M | 9.60 | 15.64 | 7.22 | ||
| GMO Benchmark-Free Allocation IV | 9.59 | 15.72 | 7.28 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds College 2030 529A | 4.16B | 2.76 | 10.22 | 7.51 | ||
| American Funds College 2033 529A | 3.6B | 3.26 | 13.28 | 9.25 | ||
| American Funds College 2027 529A | 3.07B | 1.87 | 7.63 | 5.69 | ||
| Fidelity Advisor Real Estate IncomI | 1.34B | 3.21 | 7.86 | 6.30 | ||
| Fidelity Real Estate Income | 1.27B | 3.20 | 7.84 | 6.30 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| United States Treasury Notes 3.94% | - | 18.40 | - | - | |
| 5 Year Treasury Note Future Mar 26 | - | 17.68 | - | - | |
| 2 Year Treasury Note Future Mar 26 | - | 10.06 | - | - | |
| 10 Year Treasury Note Future Mar 26 | - | 9.61 | - | - | |
| Ultra 10 Year US Treasury Note Future Mar 26 | - | 6.26 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Strong Sell | Strong Buy | Strong Buy |
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