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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1227 | 1056 | 1239 | 1467 | 1547 | 1757 |
| Fund Return | 22.67% | 5.58% | 23.86% | 13.64% | 9.12% | 5.8% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| GMO Quality VI | 12.01B | 18.63 | 20.58 | 15.93 | ||
| GMO Quality IV | 12.01B | 18.58 | 20.52 | 15.88 | ||
| GMO Quality III | 12.01B | 18.54 | 20.46 | 15.82 | ||
| GMO Benchmark-Free Allocation III | 2.4B | 20.46 | 12.29 | 5.47 | ||
| GMO Benchmark-Free Allocation IV | 2.4B | 20.52 | 12.36 | 5.53 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds College 2030 529A | 3.99B | 11.44 | 8.85 | 6.65 | ||
| American Funds College 2033 529A | 3.41B | 13.85 | 11.73 | 8.11 | ||
| American Funds College 2027 529A | 3.04B | 8.85 | 6.60 | 5.10 | ||
| Fidelity Advisor Real Estate IncomI | 1.31B | 6.91 | 7.50 | 5.79 | ||
| Fidelity Real Estate Income | 1.25B | 7.05 | 7.55 | 5.80 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| United States Treasury Notes 4.3% | - | 19.53 | - | - | |
| 5 Year Treasury Note Future Dec 25 | - | 16.86 | - | - | |
| 2 Year Treasury Note Future Dec 25 | - | 12.00 | - | - | |
| 10 Year Treasury Note Future Dec 25 | - | 8.45 | - | - | |
| Ultra 10 Year US Treasury Note Future Dec 25 | - | 5.24 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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