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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1023 | 1153 | 1067 | 1475 | 1913 |
Fund Return | 5.34% | 2.25% | 15.32% | 2.19% | 8.08% | 6.7% |
Place in category | - | - | - | - | - | - |
% in Category | 43 | 55 | 45 | 57 | 39 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 209.67M | 7.56 | 4.50 | 10.28 | ||
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 | ||
Lazard/Wilmington Global Managed Vo | 36.32M | -6.65 | 4.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.51B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified Fixed Income CL 0 | - | 35.52 | - | - | |
Diversified US Large Cap Stock CL 0 | - | 31.93 | - | - | |
Diversified International Equity CL 0 | - | 17.35 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 11.73 | - | - | |
New York Life Ins Co Anchor Account 35 | - | 3.47 | - | - |
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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