MyPlanIQ SmartMoneyIQ Managers
Other than indicated, performance data are based on closing prices on last Friday
The following tables are derived by MyPlanIQ SmartMoneyIQ tool. The percentage on each column reflects a portfolio's correlation coefficient
with the asset class benchmark for that column (the sum of all correlation coefficients is 1). These percentages reflect the portfolio's behavior
with respect to asset classes. They are not necessarily the actual asset allocations of a fund.
U.S. Allocation Fund Managers
Global Allocation Fund Managers
Fixed Income Fund Managers
2021-03-19
|
100.0
|
0.0
|
0.0
|
2021-03-26
|
100.0
|
0.0
|
0.0
|
2021-04-01
|
100.0
|
0.0
|
-0.0
|
2021-04-09
|
100.0
|
0.0
|
0.0
|
2021-03-19
|
36.2
|
0.0
|
63.8
|
2021-03-26
|
35.5
|
-0.0
|
64.5
|
2021-04-01
|
37.1
|
-0.0
|
62.9
|
2021-04-09
|
35.9
|
0.0
|
64.1
|
2021-03-19
|
28.1
|
19.5
|
52.3
|
2021-03-26
|
21.3
|
28.5
|
50.2
|
2021-04-01
|
24.0
|
23.5
|
52.5
|
2021-04-09
|
0.0
|
45.6
|
54.4
|
2021-03-19
|
10.4
|
40.3
|
49.3
|
2021-03-26
|
1.1
|
52.7
|
46.3
|
2021-04-01
|
4.2
|
48.1
|
47.6
|
2021-04-09
|
11.4
|
38.0
|
50.7
|
2021-03-19
|
-0.0
|
37.8
|
0.0
|
0.0
|
8.9
|
0.0
|
53.3
|
2021-03-26
|
-0.0
|
38.3
|
-0.0
|
0.0
|
3.0
|
0.0
|
58.7
|
2021-04-01
|
0.0
|
29.4
|
0.0
|
-0.0
|
10.1
|
7.2
|
53.3
|
2021-04-09
|
-0.0
|
28.4
|
0.0
|
-0.0
|
11.1
|
13.8
|
46.7
|
2021-03-19
|
38.1
|
0.0
|
61.9
|
2021-03-26
|
35.3
|
-0.0
|
64.7
|
2021-04-01
|
30.9
|
0.0
|
69.1
|
2021-04-09
|
29.0
|
-0.0
|
71.0
|
2021-03-19
|
59.6
|
0.0
|
0.0
|
40.4
|
2021-03-26
|
62.8
|
0.0
|
0.0
|
37.2
|
2021-04-01
|
62.9
|
0.0
|
0.0
|
37.1
|
2021-04-09
|
57.5
|
0.0
|
-0.0
|
42.5
|
2021-03-19
|
46.4
|
8.4
|
45.1
|
2021-03-26
|
49.5
|
0.0
|
50.5
|
2021-04-01
|
50.9
|
-0.0
|
49.1
|
2021-04-09
|
51.0
|
-0.0
|
49.0
|
2021-03-19
|
0.0
|
71.0
|
-0.0
|
29.0
|
0.0
|
2021-03-26
|
-0.0
|
65.4
|
-0.0
|
34.6
|
0.0
|
2021-04-01
|
0.0
|
71.5
|
0.0
|
28.5
|
-0.0
|
2021-04-09
|
-0.0
|
75.5
|
-0.0
|
24.5
|
0.0
|
2021-03-19
|
0.0
|
65.9
|
0.0
|
19.2
|
15.0
|
2021-03-26
|
0.0
|
62.5
|
0.0
|
24.5
|
13.0
|
2021-04-01
|
-0.0
|
57.2
|
0.0
|
31.6
|
11.3
|
2021-04-09
|
-0.0
|
54.1
|
6.8
|
27.8
|
11.4
|
2021-03-19
|
12.8
|
2.6
|
6.6
|
44.4
|
33.7
|
2021-03-26
|
24.3
|
4.0
|
1.0
|
35.0
|
35.7
|
2021-04-01
|
20.8
|
7.8
|
0.0
|
33.8
|
37.6
|
2021-04-09
|
22.8
|
9.9
|
0.0
|
28.7
|
38.6
|
2021-03-19
|
8.4
|
25.8
|
0.0
|
31.1
|
34.7
|
2021-03-26
|
18.1
|
21.9
|
0.0
|
21.1
|
38.9
|
2021-04-01
|
14.4
|
18.4
|
5.9
|
23.9
|
37.4
|
2021-04-09
|
0.0
|
0.0
|
30.8
|
35.8
|
33.4
|
2021-03-19
|
0.0
|
75.8
|
0.0
|
9.6
|
14.7
|
2021-03-26
|
0.0
|
76.4
|
0.0
|
8.3
|
15.3
|
2021-04-01
|
0.0
|
76.1
|
-0.0
|
8.9
|
15.1
|
2021-04-09
|
0.0
|
74.8
|
1.4
|
5.8
|
17.9
|
2021-03-19
|
7.2
|
0.0
|
20.6
|
22.3
|
49.9
|
2021-03-26
|
20.3
|
0.0
|
15.3
|
10.9
|
53.6
|
2021-04-01
|
29.1
|
0.0
|
3.8
|
9.7
|
57.4
|
2021-04-09
|
31.5
|
-0.0
|
0.0
|
14.1
|
54.3
|
2021-03-19
|
-0.0
|
43.3
|
0.0
|
15.5
|
41.2
|
2021-03-26
|
0.0
|
43.0
|
0.0
|
16.4
|
40.5
|
2021-04-01
|
0.0
|
40.4
|
-0.0
|
23.9
|
35.7
|
2021-04-09
|
-0.0
|
34.1
|
0.0
|
29.9
|
36.0
|
2021-03-19
|
25.9
|
27.7
|
-0.0
|
18.4
|
28.0
|
2021-03-26
|
25.2
|
28.7
|
-0.0
|
22.1
|
24.0
|
2021-04-01
|
4.7
|
37.9
|
0.0
|
34.3
|
23.1
|
2021-04-09
|
10.6
|
29.5
|
0.0
|
39.6
|
20.2
|
2021-03-19
|
7.6
|
50.1
|
-0.0
|
21.3
|
21.1
|
2021-03-26
|
28.1
|
35.6
|
0.0
|
13.9
|
22.4
|
2021-04-01
|
34.0
|
37.1
|
0.0
|
7.8
|
21.1
|
2021-04-09
|
22.6
|
56.5
|
0.0
|
0.0
|
21.0
|
2021-03-19
|
0.0
|
48.2
|
0.0
|
33.8
|
18.0
|
2021-03-26
|
-0.0
|
52.8
|
0.0
|
25.0
|
22.2
|
2021-04-01
|
0.0
|
45.0
|
7.6
|
29.4
|
18.1
|
2021-04-09
|
0.0
|
15.5
|
36.8
|
35.1
|
12.5
|
2021-03-19
|
0.0
|
24.7
|
-0.0
|
51.0
|
24.3
|
2021-03-26
|
-0.0
|
23.4
|
0.0
|
54.6
|
22.0
|
2021-04-01
|
0.0
|
23.7
|
0.0
|
54.2
|
22.1
|
2021-04-09
|
0.0
|
18.1
|
6.9
|
53.7
|
21.2
|
2021-03-19
|
0.0
|
0.2
|
69.4
|
3.9
|
26.5
|
2021-03-26
|
0.0
|
0.0
|
66.0
|
8.2
|
25.7
|
2021-04-01
|
0.0
|
1.7
|
63.7
|
12.2
|
22.5
|
2021-04-09
|
0.0
|
8.4
|
65.4
|
6.8
|
19.4
|
2021-03-19
|
1.4
|
26.7
|
6.7
|
6.1
|
25.4
|
33.7
|
2021-03-26
|
-0.0
|
34.8
|
3.1
|
0.0
|
25.5
|
36.7
|
2021-04-01
|
-0.0
|
22.5
|
1.3
|
12.2
|
41.3
|
22.7
|
2021-04-09
|
0.0
|
20.0
|
0.9
|
14.9
|
44.3
|
19.9
|
2021-03-19
|
0.0
|
52.7
|
0.0
|
4.5
|
42.8
|
2021-03-26
|
-0.0
|
47.5
|
0.0
|
13.6
|
38.9
|
2021-04-01
|
0.0
|
58.4
|
-0.0
|
11.2
|
30.4
|
2021-04-09
|
-0.0
|
52.3
|
0.0
|
23.2
|
24.4
|
2021-03-19
|
0.0
|
54.5
|
-0.0
|
21.2
|
24.2
|
2021-03-26
|
0.0
|
56.2
|
0.0
|
20.3
|
23.5
|
2021-04-01
|
0.0
|
54.5
|
-0.0
|
27.6
|
17.9
|
2021-04-09
|
0.0
|
52.9
|
0.0
|
29.3
|
17.8
|
2021-03-19
|
0.0
|
0.0
|
0.0
|
33.8
|
3.8
|
27.8
|
0.0
|
18.0
|
7.3
|
9.3
|
2021-03-26
|
0.0
|
0.0
|
-0.0
|
22.6
|
11.6
|
22.0
|
-0.0
|
25.5
|
8.2
|
10.1
|
2021-04-01
|
0.0
|
0.0
|
0.0
|
18.0
|
1.4
|
20.7
|
13.8
|
40.1
|
-0.0
|
6.0
|
2021-04-09
|
0.5
|
0.0
|
5.9
|
15.8
|
0.0
|
2.4
|
14.0
|
46.6
|
8.7
|
6.1
|
2021-03-19
|
11.1
|
3.5
|
12.7
|
1.6
|
0.0
|
5.5
|
10.3
|
52.9
|
0.0
|
2.4
|
2021-03-26
|
13.5
|
5.0
|
20.0
|
0.0
|
-0.0
|
0.0
|
2.4
|
44.0
|
8.9
|
6.3
|
2021-04-01
|
11.6
|
2.3
|
33.4
|
-0.0
|
0.0
|
-0.0
|
10.6
|
0.0
|
37.0
|
5.2
|
2021-04-09
|
5.2
|
9.6
|
37.9
|
-0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
37.9
|
9.4
|
2021-03-19
|
8.9
|
0.0
|
2.9
|
0.0
|
-0.0
|
3.3
|
10.0
|
46.6
|
28.4
|
0.0
|
2021-03-26
|
5.0
|
0.2
|
4.9
|
0.0
|
0.0
|
0.0
|
13.9
|
41.4
|
34.6
|
0.0
|
2021-04-01
|
-0.0
|
0.0
|
26.0
|
0.0
|
-0.0
|
9.6
|
10.6
|
48.8
|
5.0
|
0.0
|
2021-04-09
|
0.0
|
0.0
|
39.6
|
-0.0
|
0.0
|
2.1
|
-0.0
|
50.5
|
7.8
|
-0.0
|
2021-03-19
|
18.8
|
0.0
|
7.2
|
2.1
|
5.6
|
0.0
|
0.0
|
46.4
|
19.9
|
0.0
|
2021-03-26
|
16.7
|
1.2
|
1.9
|
5.2
|
0.0
|
9.9
|
-0.0
|
60.5
|
4.7
|
0.0
|
2021-04-01
|
1.5
|
0.0
|
27.4
|
-0.0
|
-0.0
|
14.1
|
5.4
|
51.6
|
-0.0
|
-0.0
|
2021-04-09
|
6.3
|
0.0
|
33.7
|
0.0
|
0.0
|
-0.0
|
10.7
|
31.9
|
17.4
|
0.0
|
2021-03-19
|
36.7
|
0.0
|
32.0
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
20.2
|
11.0
|
0.0
|
2021-03-26
|
27.9
|
8.3
|
16.4
|
-0.0
|
-0.0
|
0.0
|
0.0
|
26.9
|
20.5
|
0.0
|
2021-04-01
|
16.2
|
9.3
|
27.9
|
-0.0
|
0.0
|
0.0
|
0.0
|
46.7
|
-0.0
|
-0.0
|
2021-04-09
|
22.8
|
3.4
|
22.6
|
0.0
|
6.6
|
16.4
|
8.4
|
19.7
|
-0.0
|
-0.0
|
2021-03-19
|
2.8
|
0.0
|
57.0
|
0.0
|
-0.0
|
9.8
|
-0.0
|
0.0
|
30.5
|
-0.0
|
2021-03-26
|
0.0
|
10.3
|
40.6
|
-0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
49.1
|
0.0
|
2021-04-01
|
2.6
|
9.8
|
47.0
|
-0.0
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
40.6
|
0.0
|
2021-04-09
|
5.5
|
14.3
|
48.3
|
-0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
31.8
|
0.0
|
2021-03-19
|
-0.0
|
0.0
|
0.2
|
26.0
|
-0.0
|
-0.0
|
2.2
|
43.8
|
16.8
|
11.1
|
2021-03-26
|
-0.0
|
0.0
|
0.0
|
32.5
|
-0.0
|
0.0
|
-0.0
|
41.3
|
16.1
|
10.2
|
2021-04-01
|
-0.0
|
-0.0
|
0.0
|
31.4
|
0.0
|
-0.0
|
0.0
|
41.3
|
16.3
|
11.0
|
2021-04-09
|
-0.0
|
-0.0
|
0.0
|
36.7
|
-0.0
|
-0.0
|
0.0
|
23.6
|
28.7
|
11.1
|
2021-03-19
|
1.3
|
0.0
|
-0.0
|
22.4
|
0.0
|
31.0
|
15.8
|
18.3
|
0.0
|
11.1
|
2021-03-26
|
5.4
|
-0.0
|
0.0
|
12.0
|
-0.0
|
31.1
|
15.3
|
22.4
|
-0.0
|
13.8
|
2021-04-01
|
0.0
|
0.0
|
4.0
|
10.0
|
-0.0
|
10.6
|
27.8
|
39.8
|
0.0
|
7.9
|
2021-04-09
|
1.3
|
0.1
|
12.2
|
5.3
|
0.0
|
-0.0
|
25.1
|
32.6
|
12.2
|
11.2
|
2021-03-19
|
0.0
|
0.0
|
0.0
|
15.2
|
7.4
|
0.0
|
2.5
|
37.7
|
25.5
|
11.7
|
2021-03-26
|
0.0
|
0.0
|
-0.0
|
10.3
|
14.5
|
-0.0
|
0.0
|
38.3
|
25.0
|
12.0
|
2021-04-01
|
0.0
|
-0.0
|
0.0
|
12.2
|
3.4
|
-0.0
|
8.5
|
57.2
|
10.8
|
7.8
|
2021-04-09
|
-0.0
|
-0.0
|
0.0
|
19.3
|
-0.0
|
-0.0
|
15.1
|
34.1
|
25.8
|
5.6
|
2021-03-19
|
0.3
|
-0.0
|
2.8
|
0.0
|
0.0
|
-0.0
|
0.0
|
32.3
|
64.5
|
0.0
|
2021-03-26
|
4.3
|
-0.0
|
4.4
|
-0.0
|
-0.0
|
0.0
|
0.0
|
25.3
|
66.0
|
0.0
|
2021-04-01
|
0.0
|
-0.0
|
10.2
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
22.8
|
66.9
|
0.0
|
2021-04-09
|
7.9
|
-0.0
|
10.8
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
15.4
|
65.9
|
0.0
|
2021-03-19
|
20.9
|
0.0
|
27.8
|
-0.0
|
0.0
|
0.0
|
-0.0
|
12.7
|
38.5
|
0.0
|
2021-03-26
|
15.8
|
4.8
|
18.5
|
0.0
|
0.0
|
-0.0
|
0.0
|
15.7
|
45.2
|
0.0
|
2021-04-01
|
19.9
|
1.3
|
20.4
|
0.0
|
0.0
|
0.0
|
-0.0
|
20.1
|
38.2
|
0.0
|
2021-04-09
|
13.8
|
1.4
|
14.6
|
-0.0
|
0.0
|
10.4
|
0.0
|
33.6
|
26.2
|
0.0
|
2021-03-19
|
0.0
|
0.0
|
0.0
|
27.9
|
0.5
|
0.0
|
0.0
|
9.0
|
55.3
|
7.4
|
2021-03-26
|
0.0
|
0.0
|
-0.0
|
33.9
|
-0.0
|
0.0
|
-0.0
|
4.9
|
55.5
|
5.7
|
2021-04-01
|
-0.0
|
-0.0
|
0.0
|
33.3
|
0.0
|
0.0
|
-0.0
|
10.5
|
51.2
|
5.0
|
2021-04-09
|
0.0
|
-0.0
|
-0.0
|
30.5
|
-0.0
|
0.0
|
0.0
|
6.9
|
56.1
|
6.6
|
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