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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1030 | 1130 | 1145 | 1436 | 2029 |
Fund Return | 2.41% | 3.05% | 13.05% | 4.63% | 7.51% | 7.33% |
Place in category | - | - | - | - | - | - |
% in Category | 42 | 46 | 51 | 52 | 43 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 1.13B | 4.16 | 5.73 | 11.05 | ||
Growth Managed Account Portfolio MA | 644.97M | 2.94 | 6.16 | 8.91 | ||
Aggressive Managed Account Portfoli | 590.21M | 3.29 | 7.15 | 9.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.05B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 55.85B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 8.85B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified Fixed Income CL 0 | - | 34.22 | - | - | |
Diversified US Large Cap Stock CL 0 | - | 34.08 | - | - | |
Diversified International Equity CL 0 | - | 16.37 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 12.03 | - | - | |
New York Life Ins Co Anchor Account 35 | - | 3.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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