The investment seeks to provide capital appreciation. The Adviser primarily invests the assets of the fund among exchange traded products (ETPs) that provide balanced exposure to domestic and international debt and equity securities. The fund typically allocates approximately 60% of its assets to equity securities, though this percentage can vary based on the Adviser's tactical decisions.
|SPY||SPDR S&P 500 ETF Trust||21.40 %|
|SPDW||SPDR Portfolio Developed World ex-US ETF||17.10 %|
|SPIB||SPDR Portfolio Intermediate Term Corporate Bond ETF||10.84 %|
|GMM||SPDR Portfolio Emerging Markets ETF||6.97 %|
|JNK||SPDR Bloomberg Barclays High Yield Bond ETF||6.00 %|
|DGL||Invesco DB Gold Fund||5.87 %|
|SPIP||SPDR Portfolio TIPS ETF||4.82 %|
|GWX||SPDR S&P International Small Cap ETF||3.12 %|
|RWX||SPDR Dow Jones International Real Estate ETF||2.97 %|
|RWR||SPDR Dow Jones REIT ETF||2.94 %|
|AOR||iShares Core Growth Allocation..||0.25 %||
|OCIO||ClearShares OCIO ETF||0.67 %||
|RLY||SPDR SSgA Multi-Asset Real Ret..||0.50 %||
|GCE||Claymore CEF GS Connect ETN||0.95 %||
|MLTI||Credit Suisse X-Links Multi-As..||0.84 %||
|Market Performance vs.
Industry/Classification (Allocation--50% to 70% Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||7.40%||75%||C||85%||B|
|Risk Adjusted Return||80.52%||75%||C||73%||C|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
There is nothing we particularly dislike