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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1000 | 1004 | 1136 | 1174 | 1450 |
Fund Return | 4.8% | -0.01% | 0.43% | 4.33% | 3.27% | 3.79% |
Place in category | 137 | 251 | 124 | 188 | 231 | 168 |
% in Category | 37 | 58 | 30 | 42 | 56 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 12.07B | 9.16 | 14.47 | 12.16 | ||
BlackRock Equity Dividend Instl | 10.13B | 4.66 | 14.68 | 9.55 | ||
BlackRock Global Allocation Inv A | 9.01B | 4.62 | 6.05 | 4.52 | ||
BlackRock International Index K | 7.28B | 11.61 | 12.13 | 4.77 | ||
BlackRock Global Allocation Instl | 7.07B | 4.69 | 6.32 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 46.59B | 2.56 | 3.96 | 5.34 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.32B | 5.64 | 3.08 | 4.52 | ||
Vanguard Wellesley Income Inv | 10.22B | 2.51 | 3.88 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 8.16B | 5.36 | 7.53 | 7.03 | ||
American Funds Income Portfolio A | 5.19B | 3.32 | 6.83 | 5.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5Yr Note Jun 23 | - | 12.25 | - | - | |
Us 10Yr Note Jun 23 | - | 7.42 | - | - | |
Us Ultra 10Yr Note Jun 23 | - | 5.18 | - | - | |
iShares Short-Term Corporate Bond | US4642886463 | 1.46 | 50.16 | -0.02% | |
iShares MBS | US4642885887 | 1.46 | 93.60 | +0.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | BUY | Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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