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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1016 | 1106 | 1042 | 1377 | 1885 |
Fund Return | 1.9% | 1.59% | 10.61% | 1.38% | 6.61% | 6.54% |
Place in category | - | - | - | - | - | - |
% in Category | 48 | 47 | 45 | 60 | 40 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 212.27M | 5.45 | 4.21 | 10.25 | ||
Growth Managed Account Portfolio MA | 534.82M | 3.13 | 2.55 | 7.97 | ||
Aggressive Managed Account Portfoli | 518.91M | 3.98 | 3.42 | 8.68 | ||
Lazard/Wilmington Global Managed Vo | 36.89M | -6.65 | 4.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.16B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.8B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced | 42.26B | 3.70 | 4.02 | 9.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified Fixed Income CL 0 | - | 36.01 | - | - | |
Diversified US Large Cap Stock CL 0 | - | 31.56 | - | - | |
Diversified International Equity CL 0 | - | 17.19 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 11.66 | - | - | |
New York Life Ins Co Anchor Account 35 | - | 3.57 | - | - |
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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