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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 | 1075 | 1075 | 1126 | 1093 | 1135 | 1379 |
Fund Return | 7.49% | 7.49% | 12.57% | 3.01% | 2.56% | 3.26% |
Place in category | 58 | 58 | 104 | 99 | 187 | 103 |
% in Category | 30 | 30 | 48 | 45 | 89 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Power Dividend Index I | 12.59M | 7.60 | 3.28 | 3.51 |
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 | 2.43B | 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 % | |
---|---|---|---|---|---|
Vistra Energy | US92840M1027 | 2.75 | 82.17 | -1.29% | |
Allison Transmission | US01973R1014 | 2.50 | 75.62 | +1.04% | |
Viatris | US92556V1061 | 2.39 | 11.72 | -0.85% | |
Caterpillar | US1491231015 | 2.37 | 344.93 | +0.83% | |
Discover | US2547091080 | 2.32 | 123.60 | -1.40% |
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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