Total Available Funds: | 21 |
Major Asset Classes Covered: | REAL ESTATE, Emerging Market, INTERNATIONAL EQUITY, US EQUITY, FIXED INCOME |
Asset Class | Ticker | Description | Rating | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
Total Available Funds: | 21 |
Major Asset Classes Covered: | REAL ESTATE, Emerging Market, INTERNATIONAL EQUITY, US EQUITY, FIXED INCOME |
Asset Class | Ticker | Description | Rating | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
|
Strategic Asset Allocation - Equal Weight: | |||||||
Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
![]() |
0.2% | 5.2% | 0.2% | 3.0% | 4.3% | 5.4% | |
Sign up or Login first to get rebalance emails for this portfolio |
Strategic Asset Allocation - Optimal: | |||||||
Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
![]() |
0.1% | 5.4% | -0.7% | 3.4% | 5.0% | 6.1% | |
Sign up or Login and subscribe to get rebalance emails for this portfolio |
Tactical Asset Allocation: | |||||||
Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
![]() |
0.7% | 4.6% | 1.4% | 3.5% | 4.1% | 5.3% | |
Sign up or Login and subscribe to get rebalance emails for this portfolio |
Asset Allocation Composite: | |||||||
Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
![]() |
|||||||
Sign up or Login and subscribe to get rebalance emails for this portfolio |