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
2024-02-23
|
100.0
|
0.0
|
0.0
|
2024-03-01
|
100.0
|
0.0
|
0.0
|
2024-03-08
|
91.7
|
8.3
|
0.0
|
2024-03-15
|
94.1
|
5.9
|
0.0
|
2024-02-23
|
30.2
|
15.6
|
54.2
|
2024-03-01
|
25.9
|
18.6
|
55.5
|
2024-03-08
|
18.7
|
23.1
|
58.1
|
2024-03-15
|
20.2
|
25.5
|
54.4
|
2024-02-23
|
1.9
|
64.7
|
33.3
|
2024-03-01
|
8.9
|
58.8
|
32.3
|
2024-03-08
|
6.9
|
58.1
|
35.1
|
2024-03-15
|
6.0
|
58.7
|
35.4
|
2024-02-23
|
21.2
|
20.0
|
58.9
|
2024-03-01
|
20.5
|
22.0
|
57.5
|
2024-03-08
|
16.5
|
23.1
|
60.4
|
2024-03-15
|
30.0
|
11.5
|
58.4
|
2024-01-26
|
0.0
|
21.1
|
21.0
|
0.0
|
-0.0
|
5.2
|
52.7
|
2024-02-02
|
0.0
|
23.0
|
26.0
|
0.0
|
0.0
|
1.1
|
50.0
|
2024-02-09
|
8.2
|
18.8
|
23.3
|
0.0
|
0.0
|
0.0
|
49.7
|
2024-02-16
|
0.0
|
15.0
|
28.2
|
-0.0
|
-0.0
|
0.0
|
56.8
|
2024-02-23
|
0.0
|
21.0
|
79.0
|
2024-03-01
|
0.0
|
27.0
|
73.0
|
2024-03-08
|
0.0
|
34.3
|
65.7
|
2024-03-15
|
0.0
|
46.9
|
53.1
|
2024-02-23
|
19.0
|
20.6
|
8.2
|
52.2
|
2024-03-01
|
21.6
|
16.1
|
12.7
|
49.6
|
2024-03-08
|
29.3
|
12.6
|
6.8
|
51.3
|
2024-03-15
|
36.8
|
8.9
|
5.2
|
49.1
|
2024-02-23
|
0.0
|
73.3
|
26.7
|
2024-03-01
|
4.1
|
66.1
|
29.8
|
2024-03-08
|
19.6
|
49.3
|
31.1
|
2024-03-15
|
24.5
|
52.1
|
23.4
|
2024-01-26
|
0.0
|
31.5
|
52.2
|
16.3
|
0.0
|
2024-02-02
|
0.0
|
37.0
|
27.3
|
32.6
|
3.1
|
2024-02-09
|
1.0
|
29.3
|
23.1
|
42.2
|
4.4
|
2024-02-16
|
0.0
|
25.5
|
26.8
|
46.5
|
1.2
|
2024-01-26
|
0.2
|
35.4
|
34.8
|
25.0
|
4.6
|
2024-02-02
|
0.0
|
31.3
|
41.2
|
23.3
|
4.3
|
2024-02-09
|
0.0
|
15.8
|
57.3
|
20.5
|
6.3
|
2024-02-16
|
0.0
|
18.8
|
54.5
|
23.9
|
2.8
|
2024-01-26
|
26.4
|
0.0
|
24.2
|
18.4
|
31.0
|
2024-02-02
|
-0.0
|
0.0
|
87.7
|
12.3
|
-0.0
|
2024-02-09
|
11.6
|
0.0
|
76.5
|
2.2
|
9.8
|
2024-02-16
|
4.0
|
0.0
|
79.3
|
3.6
|
13.1
|
2024-01-26
|
0.0
|
8.5
|
14.2
|
29.0
|
48.3
|
2024-02-02
|
0.0
|
1.6
|
17.8
|
29.3
|
51.3
|
2024-02-09
|
23.6
|
0.0
|
1.3
|
26.5
|
48.6
|
2024-02-16
|
19.4
|
0.0
|
4.3
|
23.4
|
52.8
|
2024-01-26
|
29.3
|
0.0
|
63.7
|
7.0
|
0.0
|
2024-02-02
|
42.5
|
12.5
|
35.5
|
9.5
|
0.0
|
2024-02-09
|
0.0
|
47.4
|
39.5
|
13.1
|
0.0
|
2024-02-16
|
0.0
|
51.4
|
36.7
|
11.8
|
0.0
|
2024-01-26
|
10.1
|
-0.0
|
39.2
|
0.0
|
50.6
|
2024-02-02
|
5.3
|
0.0
|
21.1
|
4.5
|
69.1
|
2024-02-09
|
-0.0
|
0.0
|
19.0
|
20.1
|
60.9
|
2024-02-16
|
0.0
|
-0.0
|
18.8
|
21.9
|
59.4
|
2024-01-26
|
10.3
|
-0.0
|
15.2
|
40.3
|
34.2
|
2024-02-02
|
21.1
|
0.0
|
0.0
|
43.3
|
35.6
|
2024-02-09
|
14.9
|
-0.0
|
7.7
|
39.5
|
37.9
|
2024-02-16
|
0.0
|
6.3
|
12.2
|
46.7
|
34.8
|
2024-01-26
|
15.9
|
0.0
|
13.1
|
36.7
|
34.4
|
2024-02-02
|
10.4
|
0.0
|
17.4
|
37.1
|
35.1
|
2024-02-09
|
7.6
|
0.0
|
20.2
|
36.0
|
36.2
|
2024-02-16
|
8.4
|
-0.0
|
19.8
|
33.2
|
38.5
|
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
|
2024-01-26
|
0.0
|
35.7
|
8.2
|
31.2
|
24.9
|
2024-02-02
|
0.0
|
30.2
|
11.6
|
31.3
|
26.9
|
2024-02-09
|
17.9
|
20.3
|
5.8
|
29.7
|
26.2
|
2024-02-16
|
0.5
|
25.5
|
18.5
|
22.7
|
32.7
|
2024-01-26
|
0.9
|
0.0
|
21.7
|
74.3
|
3.1
|
2024-02-02
|
22.9
|
0.0
|
0.0
|
77.1
|
-0.0
|
2024-02-09
|
0.0
|
0.0
|
22.0
|
78.0
|
0.0
|
2024-02-16
|
0.0
|
0.0
|
19.0
|
81.0
|
0.0
|
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
|
2023-10-13
|
0.0
|
35.3
|
3.7
|
25.6
|
4.8
|
30.6
|
2023-10-20
|
0.0
|
44.5
|
5.0
|
26.5
|
0.2
|
23.7
|
2023-10-27
|
0.2
|
56.4
|
2.7
|
27.5
|
3.9
|
9.3
|
2023-11-03
|
13.2
|
74.7
|
0.0
|
11.0
|
-0.0
|
1.0
|
2023-06-09
|
10.7
|
7.4
|
19.0
|
16.4
|
46.5
|
2023-06-16
|
10.4
|
8.3
|
18.3
|
18.8
|
44.1
|
2023-06-23
|
19.3
|
7.1
|
16.8
|
5.4
|
51.4
|
2023-06-30
|
0.1
|
15.2
|
39.2
|
5.1
|
40.4
|
2024-01-26
|
0.0
|
-0.0
|
45.8
|
41.7
|
12.6
|
2024-02-02
|
30.7
|
0.0
|
19.6
|
33.8
|
15.9
|
2024-02-09
|
8.8
|
2.4
|
40.2
|
33.3
|
15.2
|
2024-02-16
|
0.0
|
9.9
|
36.9
|
40.8
|
12.4
|
2024-02-23
|
0.0
|
0.0
|
0.0
|
47.9
|
10.8
|
22.8
|
-0.0
|
18.6
|
0.0
|
-0.0
|
2024-03-01
|
-0.0
|
-0.0
|
0.0
|
46.4
|
6.4
|
0.0
|
0.0
|
12.6
|
27.2
|
7.3
|
2024-03-08
|
0.0
|
-0.0
|
-0.0
|
39.6
|
2.1
|
0.0
|
-0.0
|
12.7
|
32.8
|
12.8
|
2024-03-15
|
-0.0
|
-0.0
|
6.6
|
25.2
|
2.7
|
-0.0
|
-0.0
|
26.6
|
26.0
|
12.9
|
2024-02-23
|
12.4
|
6.0
|
13.5
|
42.1
|
4.0
|
21.5
|
-0.0
|
-0.0
|
0.5
|
-0.0
|
2024-03-01
|
14.0
|
8.2
|
7.1
|
40.2
|
9.0
|
-0.0
|
0.0
|
-0.0
|
21.4
|
-0.0
|
2024-03-08
|
8.4
|
10.9
|
5.9
|
36.8
|
23.1
|
14.5
|
0.0
|
-0.0
|
0.4
|
0.0
|
2024-03-15
|
8.3
|
11.0
|
9.4
|
31.8
|
-0.0
|
17.6
|
22.0
|
0.0
|
0.0
|
-0.0
|
2024-02-23
|
0.0
|
-0.0
|
-0.0
|
26.8
|
24.0
|
7.2
|
0.0
|
11.7
|
30.2
|
0.0
|
2024-03-01
|
-0.0
|
0.3
|
0.0
|
29.0
|
28.6
|
0.0
|
-0.0
|
8.1
|
33.5
|
0.4
|
2024-03-08
|
-0.0
|
0.0
|
-0.0
|
24.9
|
25.7
|
-0.0
|
0.0
|
12.4
|
35.2
|
1.8
|
2024-03-15
|
0.0
|
2.9
|
0.0
|
7.0
|
30.3
|
0.0
|
0.0
|
29.1
|
30.7
|
0.0
|
2024-02-23
|
-0.0
|
0.0
|
13.7
|
17.0
|
0.0
|
0.0
|
-0.0
|
-0.0
|
66.3
|
2.9
|
2024-03-01
|
-0.0
|
0.0
|
13.8
|
0.0
|
0.4
|
0.0
|
-0.0
|
-0.0
|
73.0
|
12.7
|
2024-03-08
|
0.0
|
4.2
|
26.4
|
0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
63.1
|
6.2
|
2024-03-15
|
0.0
|
15.2
|
27.9
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
55.6
|
1.2
|
2024-02-23
|
-0.0
|
0.0
|
-0.0
|
35.4
|
23.7
|
40.9
|
-0.0
|
0.0
|
-0.0
|
0.0
|
2024-03-01
|
-0.0
|
0.0
|
0.0
|
-0.0
|
84.0
|
16.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
2024-03-08
|
0.0
|
0.0
|
0.0
|
0.0
|
93.9
|
6.1
|
-0.0
|
-0.0
|
0.0
|
0.0
|
2024-03-15
|
-0.0
|
0.0
|
4.7
|
-0.0
|
95.3
|
-0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
2024-02-23
|
5.6
|
38.0
|
0.0
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
56.4
|
0.0
|
2024-03-01
|
4.1
|
32.3
|
1.0
|
-0.0
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
62.6
|
0.0
|
2024-03-08
|
5.4
|
32.0
|
11.0
|
-0.0
|
-0.0
|
0.0
|
0.0
|
-0.0
|
51.6
|
-0.0
|
2024-03-15
|
4.3
|
29.9
|
24.6
|
-0.0
|
0.0
|
-0.0
|
0.0
|
-0.0
|
41.2
|
-0.0
|
2024-02-23
|
9.1
|
5.8
|
-0.0
|
64.9
|
-0.0
|
-0.0
|
0.0
|
14.3
|
-0.0
|
5.9
|
2024-03-01
|
7.4
|
0.3
|
0.0
|
46.6
|
-0.0
|
0.0
|
-0.0
|
31.9
|
0.0
|
13.8
|
2024-03-08
|
11.0
|
5.1
|
-0.0
|
54.2
|
-0.0
|
-0.0
|
0.0
|
16.3
|
-0.0
|
13.4
|
2024-03-15
|
14.7
|
5.8
|
0.0
|
42.6
|
-0.0
|
0.0
|
-0.0
|
21.5
|
0.0
|
15.3
|
2024-02-23
|
2.4
|
3.2
|
-0.0
|
56.6
|
1.6
|
-0.0
|
0.0
|
16.6
|
13.1
|
6.5
|
2024-03-01
|
-0.0
|
1.2
|
-0.0
|
36.0
|
22.1
|
0.0
|
-0.0
|
4.6
|
18.6
|
17.5
|
2024-03-08
|
-0.0
|
2.7
|
0.0
|
35.4
|
22.7
|
-0.0
|
0.0
|
0.2
|
21.0
|
18.0
|
2024-03-15
|
-0.0
|
6.5
|
0.0
|
16.6
|
27.1
|
0.0
|
0.0
|
11.2
|
19.2
|
19.4
|
2024-02-23
|
0.0
|
-0.0
|
-0.0
|
57.7
|
8.7
|
-0.0
|
-0.0
|
33.6
|
0.0
|
0.0
|
2024-03-01
|
0.0
|
0.0
|
0.0
|
46.9
|
18.6
|
-0.0
|
0.0
|
28.4
|
0.0
|
6.0
|
2024-03-08
|
0.0
|
2.0
|
2.3
|
48.9
|
23.1
|
0.0
|
0.0
|
16.9
|
-0.0
|
6.8
|
2024-03-15
|
0.0
|
6.2
|
1.3
|
38.5
|
26.6
|
0.0
|
-0.0
|
17.6
|
0.0
|
9.8
|
2024-02-23
|
-0.0
|
-0.0
|
0.3
|
-0.0
|
0.0
|
0.0
|
-0.0
|
-0.0
|
99.7
|
0.0
|
2024-03-01
|
-0.0
|
0.0
|
0.3
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
99.7
|
0.0
|
2024-03-08
|
-0.0
|
0.0
|
1.6
|
0.0
|
0.0
|
-0.0
|
-0.0
|
0.0
|
98.4
|
0.0
|
2024-03-15
|
-0.0
|
0.0
|
11.8
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
0.0
|
88.2
|
0.0
|
2024-02-23
|
74.9
|
0.0
|
0.0
|
15.1
|
0.0
|
0.0
|
-0.0
|
0.0
|
10.0
|
-0.0
|
2024-03-01
|
62.0
|
-0.0
|
0.0
|
-0.0
|
24.9
|
0.0
|
-0.0
|
0.0
|
11.4
|
1.6
|
2024-03-08
|
67.5
|
0.2
|
9.8
|
0.0
|
22.5
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
-0.0
|
2024-03-15
|
69.5
|
-0.0
|
12.1
|
0.0
|
3.6
|
-0.0
|
14.6
|
-0.0
|
-0.0
|
0.1
|
2024-02-23
|
0.0
|
6.4
|
0.0
|
56.5
|
0.0
|
0.0
|
-0.0
|
-0.0
|
32.2
|
5.0
|
2024-03-01
|
0.0
|
6.8
|
2.5
|
53.8
|
0.6
|
-0.0
|
0.0
|
-0.0
|
31.3
|
5.0
|
2024-03-08
|
5.7
|
7.6
|
-0.0
|
48.6
|
-0.0
|
0.0
|
0.0
|
-0.0
|
32.8
|
5.2
|
2024-03-15
|
9.3
|
0.0
|
12.2
|
35.8
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
29.4
|
13.4
|
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