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
2023-02-24
|
100.0
|
0.0
|
-0.0
|
2023-03-03
|
100.0
|
0.0
|
-0.0
|
2023-03-10
|
100.0
|
0.0
|
0.0
|
2023-03-17
|
65.6
|
34.4
|
0.0
|
2023-02-24
|
25.6
|
7.3
|
67.1
|
2023-03-03
|
30.5
|
0.9
|
68.6
|
2023-03-10
|
28.9
|
0.0
|
71.1
|
2023-03-17
|
24.9
|
0.0
|
75.1
|
2023-02-24
|
8.8
|
54.6
|
36.6
|
2023-03-03
|
10.3
|
48.4
|
41.4
|
2023-03-10
|
8.5
|
53.4
|
38.1
|
2023-03-17
|
3.4
|
56.6
|
40.0
|
2023-02-24
|
21.4
|
25.6
|
53.0
|
2023-03-03
|
21.0
|
22.8
|
56.3
|
2023-03-10
|
11.5
|
35.1
|
53.4
|
2023-03-17
|
14.7
|
29.9
|
55.4
|
2023-02-24
|
0.0
|
27.9
|
21.1
|
0.0
|
0.0
|
19.7
|
31.3
|
2023-03-03
|
1.3
|
38.0
|
6.7
|
12.4
|
-0.0
|
8.1
|
33.5
|
2023-03-10
|
10.7
|
41.8
|
0.5
|
8.5
|
0.0
|
6.3
|
32.2
|
2023-03-17
|
0.0
|
46.2
|
0.0
|
-0.0
|
2.0
|
34.2
|
17.6
|
2023-02-24
|
24.0
|
16.6
|
59.4
|
2023-03-03
|
36.5
|
7.0
|
56.5
|
2023-03-10
|
38.2
|
0.0
|
61.8
|
2023-03-17
|
25.4
|
-0.0
|
74.6
|
2023-02-24
|
24.1
|
12.6
|
4.3
|
59.0
|
2023-03-03
|
22.7
|
15.1
|
0.0
|
62.2
|
2023-03-10
|
16.7
|
27.2
|
0.2
|
55.9
|
2023-03-17
|
21.5
|
14.8
|
0.0
|
63.7
|
2023-02-24
|
39.1
|
22.1
|
38.9
|
2023-03-03
|
47.6
|
6.7
|
45.7
|
2023-03-10
|
39.4
|
8.6
|
52.0
|
2023-03-17
|
22.2
|
31.9
|
46.0
|
2023-02-24
|
0.0
|
56.4
|
0.0
|
43.6
|
0.0
|
2023-03-03
|
5.7
|
56.8
|
0.0
|
37.5
|
0.0
|
2023-03-10
|
0.0
|
55.5
|
0.0
|
44.5
|
0.0
|
2023-03-17
|
-0.0
|
53.2
|
-0.0
|
46.8
|
0.0
|
2023-02-24
|
32.6
|
25.0
|
16.8
|
14.2
|
11.5
|
2023-03-03
|
17.2
|
22.8
|
25.0
|
23.2
|
11.9
|
2023-03-10
|
31.9
|
6.9
|
45.7
|
15.5
|
0.0
|
2023-03-17
|
-0.0
|
20.3
|
47.9
|
31.9
|
0.0
|
2023-02-24
|
15.7
|
20.8
|
7.4
|
30.8
|
25.3
|
2023-03-03
|
22.9
|
15.8
|
13.5
|
20.6
|
27.2
|
2023-03-10
|
31.2
|
11.1
|
20.5
|
14.7
|
22.5
|
2023-03-17
|
5.5
|
17.8
|
28.8
|
26.0
|
21.9
|
2023-02-24
|
0.0
|
9.7
|
11.2
|
48.2
|
30.9
|
2023-03-03
|
0.0
|
4.4
|
17.8
|
47.9
|
29.9
|
2023-03-10
|
0.0
|
6.5
|
17.6
|
46.1
|
29.9
|
2023-03-17
|
0.0
|
6.9
|
15.3
|
49.7
|
28.1
|
2023-02-24
|
5.0
|
40.3
|
45.9
|
1.1
|
7.6
|
2023-03-03
|
10.7
|
42.6
|
35.9
|
2.0
|
8.8
|
2023-03-10
|
9.3
|
45.9
|
36.0
|
0.0
|
8.8
|
2023-03-17
|
-0.0
|
58.2
|
24.0
|
17.2
|
0.5
|
2023-02-24
|
24.5
|
0.0
|
0.0
|
2.8
|
72.6
|
2023-03-03
|
5.0
|
0.0
|
1.1
|
19.7
|
74.2
|
2023-03-10
|
3.8
|
0.0
|
6.4
|
19.2
|
70.6
|
2023-03-17
|
3.2
|
0.0
|
4.6
|
27.1
|
65.1
|
2023-02-24
|
0.0
|
18.8
|
4.5
|
50.2
|
26.5
|
2023-03-03
|
0.0
|
25.3
|
-0.0
|
46.9
|
27.8
|
2023-03-10
|
2.0
|
19.7
|
-0.0
|
50.8
|
27.6
|
2023-03-17
|
6.4
|
19.7
|
0.0
|
43.6
|
30.3
|
2023-02-24
|
30.4
|
9.2
|
6.9
|
24.3
|
29.3
|
2023-03-03
|
33.9
|
30.4
|
-0.0
|
0.0
|
35.7
|
2023-03-10
|
30.1
|
35.7
|
-0.0
|
0.0
|
34.2
|
2023-03-17
|
17.2
|
38.3
|
0.0
|
16.5
|
28.0
|
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
|
2023-02-24
|
0.0
|
49.0
|
8.4
|
40.6
|
2.1
|
2023-03-03
|
0.0
|
58.7
|
0.0
|
38.1
|
3.2
|
2023-03-10
|
0.0
|
71.4
|
0.0
|
27.4
|
1.2
|
2023-03-17
|
9.4
|
71.5
|
0.0
|
19.2
|
0.0
|
2023-02-24
|
23.4
|
0.0
|
0.0
|
50.5
|
26.1
|
2023-03-03
|
16.1
|
-0.0
|
0.0
|
64.0
|
19.9
|
2023-03-10
|
16.3
|
0.0
|
0.0
|
64.8
|
18.9
|
2023-03-17
|
12.8
|
0.0
|
6.3
|
73.7
|
7.2
|
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
|
2023-02-24
|
5.9
|
-0.0
|
0.0
|
22.6
|
41.6
|
29.9
|
2023-03-03
|
0.0
|
-0.0
|
0.0
|
35.5
|
33.1
|
31.4
|
2023-03-10
|
0.0
|
-0.0
|
0.0
|
27.5
|
36.6
|
35.9
|
2023-03-17
|
-0.0
|
0.0
|
4.0
|
30.4
|
34.3
|
31.3
|
2023-02-24
|
4.4
|
0.0
|
30.5
|
24.1
|
41.0
|
2023-03-03
|
7.5
|
0.0
|
25.8
|
23.8
|
43.0
|
2023-03-10
|
10.0
|
0.0
|
25.5
|
21.0
|
43.5
|
2023-03-17
|
0.0
|
0.7
|
26.9
|
31.9
|
40.5
|
2023-02-24
|
2.9
|
17.3
|
28.5
|
36.1
|
15.2
|
2023-03-03
|
18.5
|
25.2
|
9.0
|
28.3
|
18.9
|
2023-03-10
|
19.4
|
25.9
|
0.0
|
29.3
|
25.4
|
2023-03-17
|
2.0
|
21.9
|
11.7
|
49.7
|
14.7
|
2023-02-24
|
-0.0
|
0.0
|
-0.0
|
29.2
|
27.0
|
31.8
|
-0.0
|
12.1
|
0.0
|
0.0
|
2023-03-03
|
-0.0
|
-0.0
|
-0.0
|
76.5
|
-0.0
|
10.3
|
-0.0
|
-0.0
|
11.3
|
1.8
|
2023-03-10
|
0.0
|
-0.0
|
0.0
|
74.2
|
0.0
|
24.3
|
-0.0
|
-0.0
|
0.0
|
1.5
|
2023-03-17
|
0.4
|
-0.0
|
-0.0
|
32.3
|
0.0
|
33.5
|
-0.0
|
28.3
|
0.0
|
5.5
|
2023-02-24
|
0.0
|
-0.0
|
12.5
|
0.0
|
30.5
|
25.2
|
-0.0
|
0.0
|
26.6
|
5.2
|
2023-03-03
|
0.0
|
0.2
|
16.6
|
40.0
|
-0.0
|
11.4
|
0.0
|
1.4
|
28.3
|
2.1
|
2023-03-10
|
0.0
|
0.3
|
24.9
|
27.5
|
2.9
|
0.0
|
0.0
|
5.0
|
35.0
|
4.5
|
2023-03-17
|
4.8
|
22.8
|
11.5
|
-0.0
|
-0.0
|
56.5
|
-0.0
|
0.0
|
0.0
|
4.4
|
2023-02-24
|
0.0
|
-0.0
|
6.5
|
0.0
|
51.3
|
42.3
|
-0.0
|
0.0
|
0.0
|
-0.0
|
2023-03-03
|
-0.0
|
-0.0
|
0.0
|
38.3
|
5.5
|
46.7
|
0.0
|
0.0
|
0.0
|
9.5
|
2023-03-10
|
0.0
|
-0.0
|
8.0
|
40.0
|
18.2
|
33.9
|
0.0
|
0.0
|
0.0
|
-0.0
|
2023-03-17
|
0.0
|
7.9
|
15.7
|
0.0
|
-0.0
|
64.0
|
0.0
|
11.1
|
0.0
|
1.4
|
2023-02-24
|
0.0
|
0.0
|
17.2
|
-0.0
|
31.4
|
51.4
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
2023-03-03
|
0.0
|
-0.0
|
0.0
|
0.0
|
45.7
|
48.7
|
-0.0
|
-0.0
|
0.0
|
5.6
|
2023-03-10
|
-0.0
|
-0.0
|
10.0
|
0.3
|
44.3
|
40.9
|
0.0
|
0.0
|
4.6
|
0.0
|
2023-03-17
|
-0.0
|
0.0
|
50.3
|
0.0
|
-0.0
|
49.7
|
-0.0
|
-0.0
|
0.0
|
0.0
|
2023-02-24
|
7.0
|
0.0
|
16.8
|
-0.0
|
16.3
|
59.9
|
0.0
|
0.0
|
0.0
|
0.0
|
2023-03-03
|
19.2
|
-0.0
|
4.4
|
4.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
60.8
|
11.7
|
2023-03-10
|
30.3
|
0.0
|
13.4
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
50.3
|
6.0
|
2023-03-17
|
0.0
|
-0.0
|
60.7
|
-0.0
|
-0.0
|
39.3
|
0.0
|
0.0
|
0.0
|
0.0
|
2023-02-24
|
13.6
|
0.0
|
0.0
|
-0.0
|
0.0
|
55.1
|
0.0
|
-0.0
|
31.3
|
0.0
|
2023-03-03
|
11.2
|
0.0
|
-0.0
|
-0.0
|
0.0
|
88.8
|
-0.0
|
-0.0
|
-0.0
|
0.0
|
2023-03-10
|
12.6
|
0.0
|
28.5
|
0.0
|
-0.0
|
58.9
|
0.0
|
-0.0
|
-0.0
|
0.0
|
2023-03-17
|
2.4
|
0.0
|
50.4
|
0.0
|
0.0
|
47.2
|
0.0
|
0.0
|
0.0
|
-0.0
|
2023-02-24
|
0.0
|
0.0
|
0.0
|
11.8
|
33.8
|
0.0
|
-0.0
|
36.5
|
14.4
|
3.5
|
2023-03-03
|
-0.0
|
-0.0
|
-0.0
|
70.4
|
-0.0
|
-0.0
|
-0.0
|
9.4
|
11.8
|
8.4
|
2023-03-10
|
1.0
|
0.0
|
0.0
|
66.3
|
-0.0
|
5.9
|
0.0
|
26.8
|
0.0
|
0.0
|
2023-03-17
|
8.4
|
-0.0
|
0.0
|
48.1
|
-0.0
|
11.6
|
-0.0
|
28.3
|
-0.0
|
3.6
|
2023-02-24
|
2.3
|
0.0
|
0.0
|
0.0
|
74.0
|
13.9
|
-0.0
|
0.0
|
-0.0
|
9.9
|
2023-03-03
|
0.0
|
0.0
|
0.0
|
54.3
|
7.2
|
19.2
|
0.0
|
-0.0
|
0.0
|
19.3
|
2023-03-10
|
4.2
|
-0.0
|
0.5
|
44.3
|
30.6
|
8.5
|
-0.0
|
0.0
|
0.0
|
12.0
|
2023-03-17
|
-0.0
|
0.0
|
20.3
|
-0.0
|
-0.0
|
44.5
|
-0.0
|
12.7
|
0.0
|
22.5
|
2023-02-24
|
-0.0
|
-0.0
|
-0.0
|
25.1
|
64.2
|
0.0
|
0.0
|
-0.0
|
10.7
|
0.0
|
2023-03-03
|
0.0
|
0.0
|
-0.0
|
80.7
|
2.1
|
11.7
|
-0.0
|
-0.0
|
-0.0
|
5.5
|
2023-03-10
|
0.0
|
-0.0
|
0.0
|
71.5
|
23.9
|
4.0
|
-0.0
|
0.0
|
0.0
|
0.6
|
2023-03-17
|
8.3
|
-0.0
|
0.0
|
31.8
|
0.0
|
17.4
|
-0.0
|
36.4
|
0.0
|
6.1
|
2023-02-24
|
-0.0
|
-0.0
|
13.3
|
-0.0
|
0.0
|
0.0
|
-0.0
|
0.0
|
86.7
|
0.0
|
2023-03-03
|
0.0
|
-0.0
|
12.9
|
0.0
|
0.0
|
0.0
|
-0.0
|
0.0
|
87.1
|
0.0
|
2023-03-10
|
-0.0
|
-0.0
|
21.7
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
78.3
|
0.0
|
2023-03-17
|
0.0
|
-0.0
|
51.5
|
0.0
|
-0.0
|
48.5
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
2023-02-24
|
54.8
|
5.9
|
9.8
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
-0.0
|
29.5
|
0.0
|
2023-03-03
|
67.3
|
0.0
|
12.3
|
-0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
20.4
|
0.0
|
2023-03-10
|
73.9
|
5.1
|
10.6
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
-0.0
|
10.5
|
0.0
|
2023-03-17
|
66.0
|
0.0
|
33.7
|
-0.0
|
-0.0
|
0.0
|
0.0
|
0.0
|
-0.0
|
0.3
|
2023-02-24
|
0.0
|
-0.0
|
-0.0
|
16.7
|
18.1
|
10.9
|
-0.0
|
2.6
|
37.4
|
14.2
|
2023-03-03
|
0.0
|
-0.0
|
0.0
|
52.0
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
34.3
|
13.7
|
2023-03-10
|
0.5
|
0.0
|
-0.0
|
49.0
|
0.0
|
11.4
|
0.0
|
0.0
|
25.1
|
14.0
|
2023-03-17
|
4.1
|
0.0
|
0.0
|
24.0
|
0.0
|
21.1
|
-0.0
|
15.0
|
19.5
|
16.3
|
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