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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1011 | 1233 | 1074 | 1444 | 1963 |
Fund Return | 10.04% | 1.08% | 23.3% | 2.4% | 7.62% | 6.98% |
Place in category | - | - | - | - | - | - |
% in Category | 56 | 81 | 45 | 63 | 43 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 250.13M | 19.52 | 7.91 | 10.82 | ||
Growth Managed Account Portfolio MA | 619.01M | 16.92 | 5.47 | 8.70 | ||
Aggressive Managed Account Portfoli | 581.83M | 18.55 | 6.42 | 9.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.65B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 56.6B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced I | 42.26B | 18.67 | 6.67 | 9.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified Fixed Income CL 0 | - | 35.16 | - | - | |
Diversified US Large Cap Stock CL 0 | - | 33.07 | - | - | |
Diversified International Equity CL 0 | - | 16.58 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 11.82 | - | - | |
New York Life Ins Co Anchor Account 35 | - | 3.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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