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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1086 | 999 | 1146 | 1109 | 1309 | 1689 |
| Fund Return | 8.61% | -0.07% | 14.56% | 3.52% | 5.54% | 5.38% |
| Place in category | 256 | 278 | 209 | 165 | 195 | 69 |
| % in Category | 69 | 84 | 58 | 53 | 56 | 27 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.58B | 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 | 18.85B | 8.60 | 10.84 | 9.62 | ||
| MFS Intl Diversification I | 16.68B | 24.47 | 19.05 | 8.56 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| 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 | ||
| JPMorgan Global Allocation C | 120.17M | 2.92 | 2.33 | 4.51 |
| 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 | 310.90 | +0.26% | |
| UBS Group | CH0244767585 | 1.16 | 32.57 | +4.09% | |
| Charles Schwab | US8085131055 | 1.15 | 93.82 | -1.27% |
| 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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