Page 189 - NovDefComp
P. 189
Considerations - HRA Plan
Watchlist
Style Risk/Return Peer Group Qual Score
Asset Ticker/
Active Info
Class I D Style 2 Risk/ Up/ Info Return
Style R Ratio 2pt Max Q3 2020 Q2 2020 Q1 2020 Q4 2019
Drift Return Down Ratio Rank
Rank
1 1 1 1 0 0 0 0 2 6 6 8 8
American Funds Growth
LCG GAFFX 75.4/ 15.6/ 90.2/
Fund of Amer F3 11.1 95.0 -0.84 66.0 64.0 LCG LCG LCG LCG
76.5 17.1 98.9
Watchlist
Style Risk/Return Peer Group Qual Score
Asset Ticker/
Active Info
Class I D Style 2 Risk/ Up/ Info Return
Style R Ratio 2pt Max Q3 2020 Q2 2020 Q1 2020 Q4 2019
Drift Return Down Ratio Rank
Rank
1 1 1 1 1 1 1 1 2 10 7 7 6
PIMCO Total Return A CFI PTTAX 20.5/ 3.2/ 100.3/
15.1 83.3 0.14 42.0 46.0 CFI CFI CFI CFI
63.1 4.4 92.7
Watchlist
Style Risk/Return Peer Group Qual Score
Asset Ticker/
Active Info
Class I D Style Risk/ Up/ Info Return
Style R 2 Ratio 2pt Max Q3 2020 Q2 2020 Q1 2020 Q4 2019
Drift Return Down Ratio Rank
Rank
1 1 1 0 0 0 1 1 1 6 5 5 5
PIMCO Real Return A UGT PRTNX -83.4/ 3.8/ 99.5/
2.1 93.4 -0.22 20.0 22.0 T UGT UGT UGT UGT
83.3 4.4 105.7
72
