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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1027 | 1161 | 1152 | 1472 | 2022 |
Fund Return | 10.79% | 2.72% | 16.12% | 4.83% | 8.05% | 7.3% |
Place in category | - | - | - | - | - | - |
% in Category | 88 | 64 | 85 | 46 | 40 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Retirement Advocate Aggressive Fund | 233.72M | 18.98 | 6.83 | 8.59 | ||
Retirement Advocate Moderate Fund | 232.65M | 13.63 | 4.39 | 6.37 | ||
TDA Managed Retirement Growth Clas1 | 84.47M | 13.21 | 5.30 | 8.64 | ||
TDA Managed Retirement Growth Clas2 | 84.47M | 12.95 | 5.04 | 8.36 | ||
TDA Managed Retirement Balanced Cl2 | 75.54M | 10.54 | 4.57 | 7.03 |
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 A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Income X | - | 20.14 | - | - | |
Vanguard Russell 1000 Growth Index I | - | 13.50 | - | - | |
Vanguard Russell 1000 Value Index I | - | 5.54 | - | - | |
Reliance Tr Instl Retiremt Tr | - | 5.52 | - | - | |
DFA US Targeted Value I | - | 5.51 | - | - |
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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