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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1128 | 1001 | 1128 | 989 | 1236 | 1307 |
Fund Return | 12.81% | 0.1% | 12.81% | -0.37% | 4.33% | 2.71% |
Place in category | 55 | 72 | 55 | 172 | 123 | 115 |
% in Category | 31 | 35 | 31 | 71 | 61 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sound Mind Investing | 98.02M | 22.78 | 6.17 | 7.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 10.12B | 6.58 | 5.26 | 5.48 | ||
Brighthouse Balanced Plus Portfolio | 4.83B | 5.80 | 3.54 | 4.68 | ||
Columbia Adaptive Risk Allocation Z | 2.22B | 7.03 | 5.14 | 5.83 | ||
Horizon Active Risk Assist N | 1.39B | 5.41 | 9.75 | 5.27 | ||
SEI Multi-Asset Accumulation F (SIM | 1.07B | 4.51 | 1.12 | 3.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco QQQ Trust | US46090E1038 | 22.02 | 580.34 | +0.05% | |
SPDR S&P 500 | US78462F1030 | 21.09 | 644.89 | +0.34% | |
Sprott Physical Gold | CA85207H1047 | 11.09 | 25.78 | +0.39% | |
SPDR S&P Dividend | US78464A7634 | 4.86 | 141.53 | +1.39% | |
iShares Core U.S. REIT | US4642885218 | 4.17 | 56.64 | +1.07% |
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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