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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1075 | 996 | 1133 | 1073 | 1240 | 1514 |
| Fund Return | 7.52% | -0.36% | 13.28% | 2.38% | 4.39% | 4.24% |
| Place in category | 291 | 293 | 259 | 235 | 258 | 167 |
| % in Category | 78 | 87 | 68 | 70 | 75 | 65 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.45B | 8.50 | 10.73 | 9.50 | ||
| MFS Instl International Equity | 22.39B | 18.92 | 17.64 | 8.62 | ||
| MFS Growth R6 | 18.06B | 15.78 | 27.25 | 16.09 | ||
| MFS Value R6 | 18.76B | 8.60 | 10.84 | 9.62 | ||
| MFS Intl Diversification I | 16.65B | 24.47 | 19.05 | 8.56 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Global Total Return R6 | 209.54M | 8.61 | 3.52 | 5.38 | ||
| VALIC Company I Global Strategy | 239.09M | 14.36 | 3.98 | 3.34 | ||
| Transamerica BlackRock Global Alloc | 190.58M | 2.29 | 2.03 | 5.54 | ||
| Templeton Global Balanced A | 184.23M | 4.69 | 1.51 | 1.06 | ||
| GMO Strategic Opportunities Allc II | 65.42M | 7.27 | 5.40 | 5.38 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 2 Year Treasury Note Future Dec 24 | - | 4.87 | - | - | |
| Euro Bobl Future Dec 24 | DE000F0Q7BV4 | 2.05 | - | - | |
| Roche Holding Participation | CH0012032048 | 1.24 | 317.70 | +0.00% | |
| UBS Group | CH0244767585 | 1.16 | 33.14 | +0.00% | |
| Charles Schwab | US8085131055 | 1.15 | 94.28 | +0.49% |
| 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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