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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 985 | 1107 | 1071 | 1396 | 1967 |
Fund Return | 10.72% | -1.5% | 10.72% | 2.3% | 6.89% | 7% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 1.32B | 12.07 | 3.49 | 9.98 | ||
Growth Managed Account Portfolio MA | 641.24M | 16.92 | 5.47 | 8.70 | ||
Aggressive Managed Account Portfoli | 587.28M | 14.60 | 4.05 | 9.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.04B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified Fixed Income CL 0 | - | 34.38 | - | - | |
Diversified US Large Cap Stock CL 0 | - | 33.82 | - | - | |
Diversified International Equity CL 0 | - | 16.01 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 12.53 | - | - | |
New York Life Ins Co Anchor Account 35 | - | 3.26 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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