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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 973 | 1120 | 1003 | 1228 | 1314 |
Fund Return | 11.97% | -2.66% | 11.97% | 0.1% | 4.19% | 2.77% |
Place in category | 69 | 198 | 69 | 160 | 130 | 112 |
% in Category | 37 | 82 | 37 | 68 | 65 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Power Dividend Index I | 57.34M | 12.32 | 0.37 | 3.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.39B | 3.42 | 2.15 | 4.80 | ||
Brighthouse Balanced Plus Portfolio | 7.45B | 2.84 | -0.49 | 4.29 | ||
Columbia Adaptive Risk Allocation Z | 2.15B | 3.15 | 2.27 | 5.12 | ||
Horizon Active Risk Assist N | 1.26B | 2.21 | 6.01 | 4.82 | ||
SEI Multi-Asset Accumulation F (SIM | 1.1B | 4.23 | -1.60 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Synchrony Financial | US87165B1035 | 2.54 | 53.61 | +3.12% | |
Capital One Financial | US14040H1059 | 2.47 | 170.45 | +3.05% | |
Williams | US9694571004 | 2.44 | 56.30 | +2.46% | |
Ameriprise Financial | US03076C1062 | 2.42 | 480.46 | +0.50% | |
Fastenal | US3119001044 | 2.32 | 75.99 | -1.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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