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Tactical asset allocation is an active portfolio management strategy that aims to offer absolute or risk-adjusted returns by switching among different asset classes.Such a strategy...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 1031 | 1052 | 1409 | 1644 | 1957 |
Fund Return | -0.7% | 3.11% | 5.2% | 12.1% | 10.45% | 6.95% |
Place in category | 216 | 181 | 170 | 35 | 28 | 17 |
% in Category | 83 | 71 | 66 | 21 | 15 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.49B | 8.45 | 16.91 | 8.99 | ||
GuidePath Conservative Allocation | 554.52M | 6.23 | 8.64 | 4.49 | ||
GuideMark Large Cap Core Service | 533.39M | 3.48 | 17.69 | 11.78 | ||
GuideMark World ex-US Service | 259.35M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 56.02M | 8.76 | -0.37 | 4.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.12B | 6.77 | 6.71 | 5.35 | ||
Brighthouse Balanced Plus Portfolio | 4.83B | 5.57 | 4.86 | 4.81 | ||
Columbia Adaptive Risk Allocation Z | 2.22B | 6.40 | 6.36 | 5.90 | ||
Horizon Active Risk Assist N | 1.39B | 4.75 | 10.45 | 5.36 | ||
SEI Multi-Asset Accumulation F (SIM | 1.08B | 4.37 | 3.07 | 3.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.29 | 514.04 | +0.62% | |
Apple | US0378331005 | 4.25 | 214.50 | +0.35% | |
ishares S&P 500 | US4642872000 | 4.02 | 639.83 | +0.35% | |
NVIDIA | US67066G1040 | 3.88 | 174.15 | +0.23% | |
United Therapeutics | US91307C1027 | 3.62 | 305.52 | -0.29% |
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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