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
2022-04-29
|
100.0
|
0.0
|
0.0
|
2022-05-06
|
100.0
|
0.0
|
0.0
|
2022-05-13
|
100.0
|
0.0
|
-0.0
|
2022-05-20
|
98.4
|
1.6
|
0.0
|
2022-04-29
|
36.9
|
0.0
|
63.1
|
2022-05-06
|
36.8
|
0.0
|
63.2
|
2022-05-13
|
33.8
|
5.8
|
60.4
|
2022-05-20
|
38.0
|
0.0
|
62.0
|
2022-04-29
|
22.9
|
28.5
|
48.7
|
2022-05-06
|
16.9
|
37.0
|
46.1
|
2022-05-13
|
9.1
|
43.7
|
47.2
|
2022-05-20
|
0.3
|
53.3
|
46.4
|
2022-04-29
|
4.7
|
36.2
|
59.1
|
2022-05-06
|
5.0
|
36.0
|
58.9
|
2022-05-13
|
-0.0
|
43.1
|
56.9
|
2022-05-20
|
-0.0
|
42.7
|
57.3
|
2022-04-29
|
4.5
|
37.6
|
7.5
|
0.0
|
6.8
|
10.4
|
33.3
|
2022-05-06
|
0.0
|
40.6
|
10.0
|
-0.0
|
3.6
|
13.2
|
32.6
|
2022-05-13
|
0.0
|
38.0
|
18.4
|
-0.0
|
1.6
|
9.5
|
32.5
|
2022-05-20
|
14.2
|
43.0
|
0.0
|
-0.0
|
0.0
|
-0.0
|
42.7
|
2022-04-29
|
38.6
|
4.3
|
57.1
|
2022-05-06
|
19.4
|
22.0
|
58.7
|
2022-05-13
|
25.3
|
13.3
|
61.4
|
2022-05-20
|
32.4
|
4.6
|
62.9
|
2022-04-29
|
23.6
|
4.2
|
15.2
|
57.0
|
2022-05-06
|
28.9
|
3.1
|
7.5
|
60.4
|
2022-05-13
|
29.0
|
1.1
|
11.8
|
58.1
|
2022-05-20
|
22.8
|
8.6
|
12.9
|
55.7
|
2022-04-29
|
49.0
|
10.9
|
40.0
|
2022-05-06
|
26.3
|
29.1
|
44.7
|
2022-05-13
|
25.6
|
29.7
|
44.7
|
2022-05-20
|
16.3
|
41.2
|
42.6
|
2022-04-29
|
3.3
|
80.0
|
-0.0
|
16.7
|
0.0
|
2022-05-06
|
3.1
|
80.5
|
0.0
|
16.4
|
0.0
|
2022-05-13
|
1.1
|
83.7
|
-0.0
|
15.2
|
-0.0
|
2022-05-20
|
5.9
|
79.9
|
0.0
|
14.2
|
0.0
|
2022-04-29
|
24.1
|
29.9
|
8.8
|
37.2
|
-0.0
|
2022-05-06
|
6.6
|
14.7
|
41.3
|
33.3
|
4.1
|
2022-05-13
|
5.7
|
32.7
|
10.6
|
47.6
|
3.4
|
2022-05-20
|
0.0
|
32.9
|
23.6
|
36.3
|
7.2
|
2022-04-29
|
20.9
|
13.9
|
7.8
|
20.0
|
37.3
|
2022-05-06
|
10.2
|
15.2
|
17.6
|
23.5
|
33.5
|
2022-05-13
|
0.6
|
29.3
|
0.0
|
39.4
|
30.7
|
2022-05-20
|
0.0
|
31.1
|
4.9
|
32.0
|
32.0
|
2022-04-29
|
4.4
|
0.0
|
24.4
|
27.1
|
44.1
|
2022-05-06
|
0.0
|
8.1
|
20.8
|
34.9
|
36.3
|
2022-05-13
|
0.0
|
12.6
|
7.7
|
46.1
|
33.5
|
2022-05-20
|
0.0
|
15.8
|
5.2
|
45.2
|
33.8
|
2022-04-29
|
12.7
|
53.1
|
29.8
|
2.3
|
2.1
|
2022-05-06
|
6.3
|
52.9
|
38.3
|
1.0
|
1.4
|
2022-05-13
|
19.8
|
57.9
|
14.2
|
7.1
|
1.1
|
2022-05-20
|
13.8
|
62.5
|
17.7
|
0.8
|
5.2
|
2022-04-29
|
0.0
|
-0.0
|
12.8
|
25.0
|
62.2
|
2022-05-06
|
4.7
|
0.0
|
8.8
|
22.1
|
64.4
|
2022-05-13
|
0.1
|
-0.0
|
14.1
|
26.8
|
58.9
|
2022-05-20
|
13.3
|
0.0
|
6.4
|
21.2
|
59.2
|
2022-04-29
|
13.5
|
17.0
|
0.0
|
45.9
|
23.6
|
2022-05-06
|
19.0
|
13.1
|
-0.0
|
35.8
|
32.1
|
2022-05-13
|
16.2
|
16.4
|
0.0
|
34.8
|
32.6
|
2022-05-20
|
15.8
|
12.0
|
8.3
|
28.5
|
35.5
|
2022-04-29
|
0.0
|
33.4
|
0.0
|
66.6
|
0.0
|
2022-05-06
|
22.7
|
9.5
|
0.0
|
67.8
|
0.0
|
2022-05-13
|
0.0
|
21.5
|
0.0
|
78.5
|
0.0
|
2022-05-20
|
0.0
|
25.6
|
-0.0
|
74.4
|
0.0
|
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
|
2022-04-29
|
0.0
|
63.8
|
0.0
|
18.7
|
17.5
|
2022-05-06
|
-0.0
|
62.3
|
1.1
|
13.9
|
22.7
|
2022-05-13
|
-0.0
|
54.0
|
8.3
|
18.1
|
19.6
|
2022-05-20
|
-0.0
|
33.5
|
37.5
|
15.2
|
13.8
|
2022-04-29
|
28.5
|
9.3
|
0.0
|
19.1
|
43.1
|
2022-05-06
|
26.9
|
8.0
|
0.0
|
35.4
|
29.6
|
2022-05-13
|
29.6
|
6.2
|
0.0
|
36.7
|
27.6
|
2022-05-20
|
29.0
|
5.8
|
0.0
|
40.9
|
24.3
|
2022-02-04
|
49.1
|
7.7
|
43.2
|
0.0
|
0.0
|
2022-02-11
|
44.3
|
50.4
|
5.3
|
0.0
|
0.0
|
2022-02-18
|
24.0
|
63.7
|
12.3
|
0.0
|
-0.0
|
2022-02-25
|
12.4
|
75.8
|
11.8
|
0.0
|
-0.0
|
2022-04-29
|
0.0
|
4.7
|
2.6
|
25.6
|
30.6
|
36.5
|
2022-05-06
|
-0.0
|
0.0
|
1.7
|
28.4
|
28.2
|
41.7
|
2022-05-13
|
-0.0
|
0.0
|
3.0
|
24.2
|
32.8
|
39.9
|
2022-05-20
|
0.0
|
-0.0
|
3.8
|
28.5
|
24.3
|
43.3
|
2022-04-29
|
20.1
|
8.6
|
7.8
|
28.8
|
34.7
|
2022-05-06
|
18.9
|
0.0
|
10.3
|
65.6
|
5.1
|
2022-05-13
|
16.9
|
0.0
|
9.4
|
61.7
|
11.9
|
2022-05-20
|
10.2
|
3.5
|
16.0
|
48.7
|
21.6
|
2022-04-29
|
33.2
|
20.4
|
0.0
|
24.4
|
22.1
|
2022-05-06
|
35.7
|
18.9
|
0.0
|
14.9
|
30.6
|
2022-05-13
|
29.0
|
12.6
|
17.4
|
11.6
|
29.4
|
2022-05-20
|
29.7
|
13.6
|
15.8
|
9.3
|
31.6
|
2022-04-29
|
8.9
|
0.0
|
2.1
|
20.3
|
3.0
|
0.0
|
0.0
|
23.7
|
32.9
|
9.0
|
2022-05-06
|
14.4
|
0.0
|
0.0
|
31.8
|
0.0
|
-0.0
|
-0.0
|
4.7
|
39.7
|
9.4
|
2022-05-13
|
23.0
|
0.0
|
1.3
|
0.0
|
0.0
|
-0.0
|
0.0
|
9.2
|
52.8
|
13.7
|
2022-05-20
|
19.5
|
0.0
|
1.7
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
15.6
|
50.9
|
12.4
|
2022-04-29
|
6.9
|
19.1
|
4.3
|
0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
69.7
|
0.0
|
2022-05-06
|
5.3
|
16.8
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
-0.0
|
73.2
|
4.6
|
2022-05-13
|
6.5
|
15.4
|
15.5
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
0.0
|
62.6
|
0.0
|
2022-05-20
|
0.0
|
16.9
|
17.5
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
65.6
|
0.0
|
2022-04-29
|
13.2
|
7.8
|
11.4
|
0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
63.5
|
4.1
|
2022-05-06
|
17.8
|
-0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
72.7
|
9.5
|
2022-05-13
|
17.4
|
0.7
|
13.0
|
0.0
|
-0.0
|
-0.0
|
0.0
|
0.0
|
63.3
|
5.6
|
2022-05-20
|
8.0
|
9.5
|
13.5
|
-0.0
|
-0.0
|
0.0
|
0.0
|
-0.0
|
67.7
|
1.2
|
2022-04-29
|
17.7
|
0.0
|
14.3
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
65.6
|
2.4
|
2022-05-06
|
24.8
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
-0.0
|
0.0
|
73.1
|
2.1
|
2022-05-13
|
25.6
|
0.0
|
17.3
|
-0.0
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
57.2
|
0.0
|
2022-05-20
|
7.1
|
3.4
|
24.6
|
-0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
64.9
|
0.0
|
2022-04-29
|
18.4
|
29.9
|
-0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
49.3
|
2.4
|
2022-05-06
|
30.2
|
-0.0
|
0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
54.1
|
15.7
|
2022-05-13
|
36.4
|
3.7
|
6.3
|
0.0
|
-0.0
|
-0.0
|
0.0
|
0.0
|
42.6
|
10.9
|
2022-05-20
|
30.7
|
9.6
|
5.0
|
-0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
49.3
|
5.5
|
2022-04-29
|
0.0
|
14.6
|
12.8
|
0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
72.6
|
-0.0
|
2022-05-06
|
-0.0
|
46.1
|
0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
53.9
|
0.0
|
2022-05-13
|
0.0
|
48.9
|
25.9
|
-0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
25.2
|
0.0
|
2022-05-20
|
0.0
|
37.5
|
45.1
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
17.4
|
-0.0
|
2022-04-29
|
0.2
|
7.8
|
-0.0
|
47.9
|
0.0
|
-0.0
|
0.0
|
31.7
|
12.3
|
0.0
|
2022-05-06
|
5.7
|
-0.0
|
-0.0
|
43.1
|
-0.0
|
0.0
|
0.0
|
28.2
|
17.9
|
5.2
|
2022-05-13
|
7.5
|
0.0
|
0.0
|
40.3
|
0.0
|
15.3
|
0.0
|
29.1
|
4.2
|
3.7
|
2022-05-20
|
6.3
|
0.0
|
0.0
|
27.1
|
-0.0
|
29.2
|
-0.0
|
28.4
|
1.0
|
8.0
|
2022-04-29
|
13.3
|
6.7
|
0.0
|
4.9
|
-0.0
|
11.9
|
-0.0
|
55.1
|
0.0
|
8.0
|
2022-05-06
|
15.7
|
4.1
|
-0.0
|
26.3
|
0.0
|
-0.0
|
-0.0
|
38.0
|
12.7
|
3.2
|
2022-05-13
|
13.4
|
4.5
|
0.0
|
21.2
|
0.0
|
13.7
|
-0.0
|
16.9
|
18.1
|
12.2
|
2022-05-20
|
7.4
|
4.7
|
-0.0
|
4.8
|
0.0
|
44.1
|
-0.0
|
24.1
|
-0.0
|
14.9
|
2022-04-29
|
3.4
|
6.8
|
0.0
|
43.0
|
0.0
|
19.8
|
0.0
|
25.5
|
0.0
|
1.4
|
2022-05-06
|
8.0
|
0.0
|
-0.0
|
56.5
|
0.0
|
11.4
|
0.0
|
2.2
|
17.3
|
4.6
|
2022-05-13
|
8.6
|
0.0
|
-0.0
|
39.2
|
0.0
|
38.1
|
0.0
|
-0.0
|
5.0
|
9.1
|
2022-05-20
|
4.7
|
0.0
|
0.0
|
27.2
|
0.0
|
52.6
|
0.0
|
4.7
|
0.0
|
10.7
|
2022-04-29
|
8.3
|
0.0
|
14.7
|
0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
76.9
|
0.0
|
2022-05-06
|
4.9
|
0.0
|
0.6
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
92.5
|
2.0
|
2022-05-13
|
2.5
|
0.0
|
19.1
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
78.4
|
0.0
|
2022-05-20
|
-0.0
|
0.0
|
23.8
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
76.2
|
0.0
|
2022-04-29
|
19.4
|
7.7
|
12.8
|
0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
60.2
|
0.0
|
2022-05-06
|
41.8
|
0.0
|
13.5
|
-0.0
|
-0.0
|
-0.0
|
-0.0
|
0.0
|
44.2
|
0.5
|
2022-05-13
|
42.3
|
-0.0
|
23.9
|
0.0
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
33.7
|
0.0
|
2022-05-20
|
35.7
|
0.0
|
40.4
|
0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
23.9
|
-0.0
|
2022-04-29
|
3.9
|
0.0
|
0.0
|
7.7
|
-0.0
|
13.8
|
-0.0
|
13.5
|
48.8
|
12.3
|
2022-05-06
|
6.8
|
0.0
|
0.0
|
19.8
|
0.0
|
0.0
|
0.0
|
-0.0
|
63.7
|
9.7
|
2022-05-13
|
5.4
|
0.0
|
-0.0
|
21.5
|
-0.0
|
10.9
|
0.0
|
0.0
|
53.9
|
8.3
|
2022-05-20
|
3.3
|
-0.0
|
0.0
|
22.7
|
-0.0
|
14.5
|
-0.0
|
0.0
|
52.0
|
7.5
|
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