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Tactical asset allocation is an active portfolio management strategy that aims to offer absolute or risk-adjusted returns by switching among different asset classes.Such a strategy...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1108 | 1254 | 1344 | 1534 | 1853 |
Fund Return | 10.85% | 10.85% | 25.45% | 10.35% | 8.94% | 6.36% |
Place in category | 15 | 15 | 13 | 4 | 24 | 15 |
% in Category | 9 | 9 | 8 | 4 | 18 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.27B | 7.90 | 5.75 | 7.68 | ||
GuideMark Large Cap Core Service | 705.03M | 10.88 | 10.00 | 11.60 | ||
GuidePath Conservative Allocation | 525.66M | 3.16 | 2.35 | 3.85 | ||
GuideMark World ex-US Service | 116.18M | 16.10 | 2.77 | 3.34 | ||
GuideMark Emerging Markets Service | 49.3M | 11.08 | -4.30 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | 1.93 | 2.14 | 4.27 | ||
Brighthouse Balanced Plus Portfolio | 7.69B | 3.33 | -1.50 | 4.88 | ||
Columbia Adaptive Risk Allocation Z | 2.43B | 3.86 | 2.16 | 5.15 | ||
SEI Multi-Asset Accumulation F (SIM | 1.25B | 3.29 | -1.32 | 3.31 | ||
Horizon Active Risk Assist N | 1.28B | 7.50 | 4.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 23.92 | 519.50 | -0.07% | |
Microsoft | US5949181045 | 5.02 | 411.49 | +0.53% | |
Apple | US0378331005 | 4.63 | 182.25 | -0.08% | |
Aflac | US0010551028 | 3.38 | 84.66 | -0.02% | |
Hartford | US4165151048 | 3.22 | 99.53 | +0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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