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Moderate Managed Account Portfolio (map) Freedom 401k Class (0P00012JIB)

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21.836 -0.050    -0.22%
13/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wilmington Trust RISC
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 904.11M
Moderate Managed Account Portfolio MAP Freedom 401 21.836 -0.050 -0.22%

0P00012JIB Overview

 
Find basic information about the Moderate Managed Account Portfolio (map) Freedom 401k Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00012JIB MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.65%
Prev. Close21.884
Risk Rating
TTM YieldN/A
ROE25.16%
IssuerWilmington Trust RISC
Turnover48.20%
ROA10.58%
Inception DateDec 09, 2013
Total Assets904.11M
Expenses0.32%
Min. InvestmentN/A
Market Cap92.95B
CategoryAllocation - - 50% to 70% Equity
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Moderate Managed Account Portfolio (map) Freedom 401k Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1100 1011 1233 1074 1444 1963
Fund Return 10.04% 1.08% 23.3% 2.4% 7.62% 6.98%
Place in category - - - - - -
% in Category 56 81 45 63 43 39

Top Equity Funds by Great Gray Trust Company, LLC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Diamond Hill Large Cap Portfolio 55 250.13M 19.52 7.91 10.82
  Growth Managed Account Portfolio MA 619.01M 16.92 5.47 8.70
  Aggressive Managed Account Portfoli 581.83M 18.55 6.42 9.46

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 112.65B 16.59 6.58 8.25
  Vanguard Wellington Admiral 102.03B 17.05 6.03 8.62
  American Funds American Balanced R6 56.6B 16.91 6.91 8.59
  Vanguard Balanced Index Adm 47.65B 17.54 5.48 8.44
  Fidelity Advisor Balanced A 42.26B 18.41 6.40 9.45

Top Holdings

Name ISIN Weight % Last Change %
Diversified Fixed Income CL 0 - 35.16 - -
Diversified US Large Cap Stock CL 0 - 33.07 - -
Diversified International Equity CL 0 - 16.58 - -
Diversified US Small and Mid Cap St CL 0 - 11.82 - -
New York Life Ins Co Anchor Account 35 - 3.37 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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