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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1114 | 1048 | 1263 | 1594 | 1624 | 2016 |
| Fund Return | 11.36% | 4.79% | 26.25% | 16.8% | 10.18% | 7.26% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| GMO Quality IV | 12.25B | 5.78 | 17.32 | 15.89 | ||
| GMO Quality III | 12.25B | 5.74 | 17.26 | 15.83 | ||
| GMO Quality VI | 12.25B | 5.80 | 17.37 | 15.94 | ||
| GMO Benchmark-Free Allocation III | 2.6B | 9.33 | 14.82 | 6.66 | ||
| GMO Benchmark-Free Allocation IV | 2.6B | 9.36 | 14.92 | 6.72 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds College 2030 529A | 4.22B | 3.05 | 9.21 | 6.76 | ||
| American Funds College 2033 529A | 3.69B | 4.70 | 11.92 | 8.53 | ||
| American Funds College 2027 529A | 3.08B | 1.71 | 6.89 | 4.98 | ||
| Fidelity Real Estate Income | 1.32B | 4.21 | 8.16 | 5.44 | ||
| Fidelity Advisor Real Estate IncomI | 1.28B | 4.22 | 8.17 | 5.44 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 5 Year Treasury Note Future June 26 | BBG01XK4Y873 | 15.61 | - | - | |
| 10 Year Treasury Note Future June 26 | BBG01XB0H674 | 8.71 | - | - | |
| 2 Year Treasury Note Future June 26 | BBG01XK4Y0H9 | 8.22 | - | - | |
| United States Treasury Notes 3.78% | - | 6.96 | - | - | |
| United States Treasury Notes 3.81% | - | 6.67 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Strong Sell | BUY | Strong Buy |
| Summary | Strong Sell | Buy | Strong Buy |
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