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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1167 | 1028 | 1259 | 1638 | 1730 | 2054 |
| Fund Return | 16.66% | 2.83% | 25.88% | 17.89% | 11.59% | 7.46% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| GMO Quality VI | 12.23B | 11.02 | 18.94 | 16.11 | ||
| GMO Quality IV | 12.23B | 11.00 | 18.89 | 16.06 | ||
| GMO Quality III | 12.23B | 10.95 | 18.83 | 16.00 | ||
| GMO Benchmark-Free Allocation III | 2.73B | 14.24 | 15.86 | 6.84 | ||
| GMO Benchmark-Free Allocation IV | 2.73B | 14.25 | 15.94 | 6.90 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds College 2030 529A | 4.24B | 3.05 | 9.15 | 6.50 | ||
| American Funds College 2033 529A | 3.75B | 5.16 | 11.95 | 8.21 | ||
| American Funds College 2027 529A | 2.96B | 1.63 | 6.86 | 4.78 | ||
| Fidelity Real Estate Income | 1.27B | 4.38 | 8.23 | 5.15 | ||
| Fidelity Advisor Real Estate IncomI | 1.26B | 4.29 | 8.21 | 5.15 |
| 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 | Neutral | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Sell | Strong Buy | Strong Buy |
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