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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 933 | 997 | 984 | 1127 | 1304 | - |
Fund Return | -6.65% | -0.28% | -1.62% | 4.07% | 5.46% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 209.67M | 7.56 | 4.50 | 10.28 | ||
Moderate Managed Account Portfolio | 859.01M | 5.34 | 2.19 | 6.70 | ||
Growth Managed Account Portfolio MA | 564.92M | 7.16 | 3.49 | 8.17 | ||
Aggressive Managed Account Portfoli | 531.9M | 8.38 | 4.42 | 8.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.2B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.92B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 191.12M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.57M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 296.18M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 1.67 | 247.60 | +0.73% | |
Colgate-Palmolive | US1941621039 | 1.59 | 94.62 | -0.15% | |
Japan Post Holdings | JP3752900005 | 1.54 | 1,497.0 | +1.15% | |
Kimberly-Clark | US4943681035 | 1.47 | 139.49 | +0.04% | |
P&G | US7427181091 | 1.47 | 166.79 | +0.23% |
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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