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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1035 | 1178 | 1095 | 1469 | 2004 |
Fund Return | 3.3% | 3.52% | 17.77% | 3.06% | 8% | 7.2% |
Place in category | 55 | 46 | 23 | 37 | 18 | 7 |
% in Category | 30 | 23 | 13 | 19 | 14 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.27B | 3.60 | 1.95 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | -0.45 | 0.45 | 3.90 | ||
Brighthouse Balanced Plus Portfolio | 7.69B | -1.15 | -4.07 | 4.35 | ||
Columbia Adaptive Risk Allocation Z | 2.41B | 0.22 | -0.16 | 4.57 | ||
Horizon Active Risk Assist N | 1.27B | 3.60 | 1.95 | - | ||
SEI Multi-Asset Accumulation F (SIM | 1.25B | 0.14 | -3.42 | 2.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® Portfolio S&P 500 Growth ETF | - | 17.89 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 12.89 | - | - | |
Invesco QQQ Trust | - | 10.73 | - | - | |
SPDR® Portfolio S&P 500 Value ETF | - | 9.06 | - | - | |
iShares Core Dividend Growth ETF | - | 7.99 | - | - |
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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