Portfolio Dashboard
6 portfolio models tracked
Bucket 2
As of Nov 24, 2025
YTD Range
6.77% to 7.03%
Bucket 3
As of Nov 24, 2025
YTD Range
11.90% to 12.29%
Jackson ISD
As of Nov 24, 2025
YTD
11.02%
1Y
11.94%
3Y
17.92%
Plymouth Canton Schools
As of Nov 24, 2025
YTD
13.44%
1Y
14.14%
3Y
19.53%
Taxable Account Models
As of Nov 24, 2025
YTD Range
3.44% to 11.79%
U of M Fidelity
As of Nov 24, 2025
YTD Range
5.98% to 14.36%