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In a series of recent articles I reviewed how style analysis can be used to replicate investment strategies and indexes using only historical returns (see here, here, and here)....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1016 | 1060 | 1028 | 1230 | 1345 |
Fund Return | 1.58% | 1.58% | 6.01% | 0.92% | 4.23% | 3.01% |
Place in category | 213 | 213 | 204 | 175 | 148 | 106 |
% in Category | 90 | 90 | 86 | 73 | 71 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.5B | 1.93 | 2.14 | 4.27 | ||
PIMCO StocksPLUS Instl | 1.83B | 10.86 | 10.11 | 12.44 | ||
PIMCO Inflation Response MultiAsst | 1.65B | 2.31 | 5.06 | 4.05 | ||
PIMCO RAE Fundamental EMkts Instl | 1.62B | 4.28 | 6.10 | - | ||
PIMCO RAE Fundamental US Institutio | 1.3B | 12.46 | 12.51 | - |
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 | 2.42B | 3.86 | 2.16 | 5.15 | ||
SEI Multi-Asset Accumulation F (SIM | 1.24B | 3.29 | -1.32 | 3.31 | ||
Horizon Active Risk Assist N | 1.27B | 7.50 | 4.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pimco Fds | - | 17.27 | - | - | |
Pimco Fds | - | 16.81 | - | - | |
PIMCO Low Duration Instl | - | 11.17 | - | - | |
PIMCO Total Return Instl | - | 8.11 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 6.52 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | BUY | Neutral | BUY |
Summary | Buy | Neutral | Neutral |
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