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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 | 1084 | 1084 | 1154 | 1211 | 1397 | 1745 |
Fund Return | 8.35% | 8.35% | 15.44% | 6.59% | 6.91% | 5.73% |
Place in category | 34 | 34 | 78 | 19 | 59 | 30 |
% in Category | 20 | 20 | 38 | 11 | 31 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Large Cap Defensive Style I | 1.68B | 8.69 | 7.04 | 11.75 | ||
AQR Long-Short Equity I | 1.54B | 14.18 | 23.04 | 10.60 | ||
AQR Large Cap Multi-Style R6 | 908.87M | 13.24 | 12.17 | - | ||
AQR Large Cap Defensive Style R6 | 715.97M | 8.71 | 7.11 | - | ||
AQR International Multi-Style R6 | 469.68M | 7.76 | 6.17 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | 1.93 | 2.14 | 4.27 | ||
Brighthouse Balanced Plus Portfolio | 7.69B | 3.33 | -1.50 | 4.88 | ||
Columbia Adaptive Risk Allocation Z | 2.42B | 3.86 | 2.16 | 5.15 | ||
SEI Multi-Asset Accumulation F (SIM | 1.24B | 3.29 | -1.32 | 3.31 | ||
Horizon Active Risk Assist N | 1.28B | 7.50 | 4.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Limited Purpose Cash Investment | - | 13.91 | - | - | |
Aqr Mf Cayman Blocker | - | 9.16 | - | - | |
United States Treasury Bills 0% | - | 2.51 | - | - | |
Bundei 0,5% Ap30 Eur | DE0001030559 | 2.21 | 100.32 | 0.00% | |
Oatei Lg27 Eur 1,85 | FR0011008705 | 1.68 | 103.46 | -0.74% |
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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