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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1035 | 1157 | 1106 | 1568 | 2299 |
Fund Return | 3.98% | 3.51% | 15.74% | 3.42% | 9.42% | 8.68% |
Place in category | - | - | - | - | - | - |
% in Category | 10 | 14 | 2 | 17 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 212.27M | 5.45 | 4.21 | 10.25 | ||
Moderate Managed Account Portfolio | 807.25M | 1.90 | 1.38 | 6.54 | ||
Growth Managed Account Portfolio MA | 534.82M | 3.13 | 2.55 | 7.97 | ||
Lazard/Wilmington Global Managed Vo | 36.89M | -6.65 | 4.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.63B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 35.06B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 16.96B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 16.05B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.64B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 44.53 | - | - | |
Diversified International Equity CL 0 | - | 29.17 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 16.46 | - | - | |
Diversified Fixed Income CL 0 | - | 9.84 | - | - | |
Northern Tr Global Invts Collective Fds | - | 0.00 | - | - |
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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