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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1048 | 1100 | 1295 | 1511 | 1615 | 1982 |
| Fund Return | 4.83% | 10.05% | 29.5% | 14.75% | 10.05% | 7.08% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| GMO Quality IV | 11.8B | 0.48 | 21.79 | 16.28 | ||
| GMO Quality III | 0.46 | 21.74 | 16.22 | |||
| GMO Quality VI | 11.8B | 0.46 | 21.85 | 16.33 | ||
| GMO Benchmark-Free Allocation III | 2.48B | 9.60 | 15.64 | 7.22 | ||
| GMO Benchmark-Free Allocation IV | 2.48B | 9.59 | 15.72 | 7.28 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds College 2030 529A | 4.16B | 1.09 | 8.63 | 7.28 | ||
| American Funds College 2033 529A | 3.6B | 1.59 | 11.60 | 8.96 | ||
| American Funds College 2027 529A | 3.07B | 0.65 | 6.30 | 5.54 | ||
| Fidelity Advisor Real Estate IncomI | 1.34B | 0.82 | 6.29 | 6.10 | ||
| Fidelity Real Estate Income | 1.27B | 0.82 | 6.28 | 6.10 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| United States Treasury Notes 3.94% | - | 18.40 | - | - | |
| 5 Year Treasury Note Future Mar 26 | - | 17.68 | - | - | |
| 2 Year Treasury Note Future Mar 26 | - | 10.06 | - | - | |
| 10 Year Treasury Note Future Mar 26 | - | 9.61 | - | - | |
| Ultra 10 Year US Treasury Note Future Mar 26 | - | 6.26 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Sell | Strong Buy | Strong Buy |
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