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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1036 | 1183 | 1086 | 1543 | 2009 |
Fund Return | 3.58% | 3.64% | 18.34% | 2.79% | 9.06% | 7.23% |
Place in category | 193 | 196 | 79 | 229 | 108 | 117 |
% in Category | 51 | 51 | 20 | 67 | 37 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuideMark Large Cap Core Service | 719.33M | 5.19 | 6.27 | 11.21 | ||
GuidePath Tactical Allocation Svc | 604.34M | 4.84 | 7.50 | 5.75 | ||
GuidePath Conservative Allocation | 531.38M | 0.60 | 0.78 | 3.58 | ||
GuideMark World ex-US Service | 118.05M | 16.10 | 2.77 | 3.34 | ||
GuideMark Emerging Markets Service | 49.96M | 11.08 | -4.30 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.58B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.85B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 190.88M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.78M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 297.3M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 ETF | - | 17.93 | - | - | |
Vanguard FTSE Developed Markets ETF | - | 9.55 | - | - | |
Schwab US Large-Cap ETF™ | - | 9.22 | - | - | |
iShares Core S&P Small-Cap ETF | - | 6.64 | - | - | |
American Funds Growth Fund of Amer F3 | - | 6.23 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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