IBM 401k Plus Plan Daily Snapshot, Alerts, Charts, and Your Personalized List

Latest price update was as of end of day: 2024-12-20

- A list of institutional funds with 55 day price channel charts.

This page shows the dates when a fund is first hits a price higher than it's been in the last 55 days which indicates a trend following buy signal and when it hits a price lower than it's been in the last 55 days which indicates a sell signal.

The funds are ordered by fund symbol.

Click the fund name to see the 55 channel chart for that fund.
Entry Date Last Date Symbol Fund Long Name Entry Price Last Price
2015-04-10 2015-06-08 AGGLF AGGRESSIVE LS 4.00000 3.92000
2016-03-18 2016-06-27 AGGLF AGGRESSIVE LS 3.81000 3.77000
2016-07-11 2016-10-28 AGGLF AGGRESSIVE LS 3.99000 3.98000
2016-12-07 2018-02-08 AGGLF AGGRESSIVE LS 4.11000 4.69000
2018-05-11 2018-10-10 AGGLF AGGRESSIVE LS 4.94000 4.84000
2019-01-31 2019-05-31 AGGLF AGGRESSIVE LS 4.85000 4.95000
2019-06-19 2020-02-27 AGGLF AGGRESSIVE LS 5.17000 5.29000
2020-05-27 2022-01-20 AGGLF AGGRESSIVE LS 5.10000 7.05000
2022-08-12 2022-09-21 AGGLF AGGRESSIVE LS 6.51000 5.82000
2022-11-30 2023-09-21 AGGLF AGGRESSIVE LS 6.21000 6.41000
2023-11-28 2024-08-05 AGGLF AGGRESSIVE LS 6.65000 7.41000
2024-08-23 2024-12-20 AGGLF AGGRESSIVE LS 8.01000 8.07000
2015-04-10 2015-06-05 CONLF CONSERVATIVE LS 3.60000 3.53000
2016-03-11 2016-11-02 CONLF CONSERVATIVE LS 3.48000 3.63000
2017-01-04 2018-02-08 CONLF CONSERVATIVE LS 3.72000 3.98000
2018-06-04 2018-10-05 CONLF CONSERVATIVE LS 4.11000 4.09000
2019-01-25 2020-02-27 CONLF CONSERVATIVE LS 4.06000 4.51000
2020-05-27 2021-09-30 CONLF CONSERVATIVE LS 4.46000 5.41000
2021-11-04 2022-01-18 CONLF CONSERVATIVE LS 5.57000 5.42000
2022-11-30 2023-08-17 CONLF CONSERVATIVE LS 4.81000 4.87000
2023-11-28 2024-12-19 CONLF CONSERVATIVE LS 4.97000 5.51000
2015-10-27 2015-12-29 CORBD LONG-TERM CORP BOND 3.24000 3.13000
2016-03-07 2016-11-03 CORBD LONG-TERM CORP BOND 3.21000 3.55000
2017-02-24 2018-02-07 CORBD LONG-TERM CORP BOND 3.53000 3.73000
2018-07-13 2018-10-04 CORBD LONG-TERM CORP BOND 3.69000 3.60000
2019-01-22 2020-03-12 CORBD LONG-TERM CORP BOND 3.67000 4.36000
2020-05-29 2020-10-05 CORBD LONG-TERM CORP BOND 4.67000 4.84000
2020-11-17 2021-02-03 CORBD LONG-TERM CORP BOND 5.01000 4.96000
2021-06-04 2021-09-30 CORBD LONG-TERM CORP BOND 4.86000 5.02000
2022-08-01 2022-09-06 CORBD LONG-TERM CORP BOND 4.19000 3.83000
2022-12-01 2023-05-25 CORBD LONG-TERM CORP BOND 3.93000 3.84000
2023-11-22 2024-04-11 CORBD LONG-TERM CORP BOND 3.84000 3.96000
2024-06-05 2024-11-01 CORBD LONG-TERM CORP BOND 4.11000 4.15000
2015-04-02 2015-06-29 EMSTK EMERGING MKT STK IDX 10.14000 9.89000
2016-03-11 2016-11-10 EMSTK EMERGING MKT STK IDX 8.34000 9.28000
2017-01-24 2018-04-25 EMSTK EMERGING MKT STK IDX 9.64000 11.95000
2019-01-17 2019-05-13 EMSTK EMERGING MKT STK IDX 10.82000 10.97000
2019-10-17 2020-02-25 EMSTK EMERGING MKT STK IDX 11.45000 11.59000
2020-06-01 2021-07-27 EMSTK EMERGING MKT STK IDX 10.65000 14.28000
2022-11-30 2023-03-15 EMSTK EMERGING MKT STK IDX 12.12000 11.72000
2023-06-12 2023-09-21 EMSTK EMERGING MKT STK IDX 12.47000 12.13000
2023-11-20 2024-08-05 EMSTK EMERGING MKT STK IDX 12.57000 13.35000
2024-09-23 2024-12-20 EMSTK EMERGING MKT STK IDX 14.50000 14.44000
2015-04-14 2015-06-29 EURO EUROPEAN STOCK IDX 1.78000 1.75000
2016-04-13 2016-06-14 EURO EUROPEAN STOCK IDX 1.60000 1.51000
2016-06-23 2016-06-24 EURO EUROPEAN STOCK IDX 1.66000 1.48000
2017-01-04 2018-03-23 EURO EUROPEAN STOCK IDX 1.63000 1.96000
2019-02-05 2019-05-31 EURO EUROPEAN STOCK IDX 1.88000 1.90000
2019-06-20 2019-08-14 EURO EUROPEAN STOCK IDX 2.02000 1.88000
2019-10-16 2020-02-25 EURO EUROPEAN STOCK IDX 2.02000 2.02000
2020-05-28 2020-10-28 EURO EUROPEAN STOCK IDX 1.83000 1.88000
2020-11-09 2022-02-23 EURO EUROPEAN STOCK IDX 2.10000 2.49000
2022-11-10 2023-09-22 EURO EUROPEAN STOCK IDX 2.21000 2.50000
2023-11-17 2024-08-05 EURO EUROPEAN STOCK IDX 2.58000 2.85000
2024-08-19 2024-10-31 EURO EUROPEAN STOCK IDX 3.04000 2.93000
2016-06-23 2016-10-04 GRESI GLOBAL RE STOCK IDX 10.37000 10.20000
2017-01-04 2018-02-02 GRESI GLOBAL RE STOCK IDX 10.12000 10.43000
2018-04-27 2018-09-26 GRESI GLOBAL RE STOCK IDX 10.49000 10.91000
2019-01-25 2020-02-27 GRESI GLOBAL RE STOCK IDX 11.10000 12.32000
2020-06-03 2020-10-28 GRESI GLOBAL RE STOCK IDX 10.80000 10.26000
2020-11-09 2021-09-28 GRESI GLOBAL RE STOCK IDX 11.26000 14.09000
2021-11-05 2022-01-24 GRESI GLOBAL RE STOCK IDX 15.09000 14.42000
2022-12-13 2023-03-17 GRESI GLOBAL RE STOCK IDX 12.01000 11.28000
2023-07-12 2023-09-21 GRESI GLOBAL RE STOCK IDX 12.05000 11.24000
2023-12-01 2024-04-12 GRESI GLOBAL RE STOCK IDX 11.88000 11.90000
2024-05-16 2024-11-14 GRESI GLOBAL RE STOCK IDX 12.53000 13.46000
2015-04-08 2015-07-06 HIYLD HI YLD EMG MKT BOND 2.06000 2.00000
2016-03-02 2016-11-10 HIYLD HI YLD EMG MKT BOND 1.90000 2.08000
2017-02-02 2017-11-10 HIYLD HI YLD EMG MKT BOND 2.13000 2.28000
2018-01-02 2018-05-02 HIYLD HI YLD EMG MKT BOND 2.33000 2.30000
2018-08-07 2018-09-04 HIYLD HI YLD EMG MKT BOND 2.30010 2.24000
2019-01-07 2020-03-09 HIYLD HI YLD EMG MKT BOND 2.29000 2.49000
2020-06-01 2021-02-26 HIYLD HI YLD EMG MKT BOND 2.44000 2.70000
2021-05-26 2021-10-04 HIYLD HI YLD EMG MKT BOND 2.76000 2.75000
2022-11-30 2023-09-27 HIYLD HI YLD EMG MKT BOND 2.42000 2.52000
2023-11-14 2024-12-20 HIYLD HI YLD EMG MKT BOND 2.59000 2.90000
2015-04-20 2015-07-22 IBM IBM STOCK 7.18000 6.93000
2016-03-09 2016-06-27 IBM IBM STOCK 6.07000 6.19000
2016-07-12 2016-10-13 IBM IBM STOCK 6.77000 6.63000
2016-11-21 2017-04-13 IBM IBM STOCK 7.02000 7.30000
2017-10-09 2018-02-08 IBM IBM STOCK 6.35000 6.36000
2018-07-19 2018-10-11 IBM IBM STOCK 6.42000 5.98000
2019-01-23 2019-05-13 IBM IBM STOCK 5.72000 5.66000
2019-07-12 2019-08-23 IBM IBM STOCK 6.14000 5.58000
2020-01-21 2020-02-28 IBM IBM STOCK 5.99000 5.61000
2020-06-03 2020-07-09 IBM IBM STOCK 5.57000 4.99000
2020-10-08 2020-10-20 IBM IBM STOCK 5.67000 5.07000
2021-01-06 2021-07-19 IBM IBM STOCK 5.57000 5.94000
2021-10-04 2021-10-21 IBM IBM STOCK 6.21000 5.53000
2022-04-20 2022-07-21 IBM IBM STOCK 5.96000 5.48000
2022-11-08 2023-01-26 IBM IBM STOCK 6.03000 5.79000
2023-06-02 2023-10-13 IBM IBM STOCK 5.70000 5.95000
2023-11-14 2024-04-25 IBM IBM STOCK 6.46000 7.25000
2024-07-16 2024-12-20 IBM IBM STOCK 7.97000 9.57000
2015-03-24 2015-06-05 INCLF INCOME PLUS LS 3.24000 3.20000
2016-03-02 2016-11-03 INCLF INCOME PLUS LS 3.17000 3.31000
2017-01-05 2018-02-08 INCLF INCOME PLUS LS 3.36000 3.50000
2018-07-05 2018-10-04 INCLF INCOME PLUS LS 3.59000 3.57000
2019-01-17 2020-03-09 INCLF INCOME PLUS LS 3.55000 3.93000
2020-05-27 2020-10-30 INCLF INCOME PLUS LS 3.97000 4.13000
2020-11-13 2021-03-04 INCLF INCOME PLUS LS 4.25000 4.31000
2021-04-23 2021-09-28 INCLF INCOME PLUS LS 4.43000 4.54000
2021-11-05 2022-01-06 INCLF INCOME PLUS LS 4.65000 4.57000
2022-12-01 2023-08-16 INCLF INCOME PLUS LS 4.06000 4.06000
2023-11-28 2024-12-19 INCLF INCOME PLUS LS 4.13000 4.49000
2016-01-29 2016-11-14 INPBD INFL PROTECTED BOND 2.37000 2.44000
2017-02-24 2017-10-25 INPBD INFL PROTECTED BOND 2.48000 2.47000
2017-12-06 2018-02-02 INPBD INFL PROTECTED BOND 2.51000 2.48000
2018-05-29 2018-09-18 INPBD INFL PROTECTED BOND 2.51000 2.49000
2019-01-03 2020-03-13 INPBD INFL PROTECTED BOND 2.50000 2.68000
2020-06-10 2020-11-09 INPBD INFL PROTECTED BOND 2.84000 2.91000
2020-12-03 2021-02-25 INPBD INFL PROTECTED BOND 2.96000 2.92000
2021-05-05 2022-01-06 INPBD INFL PROTECTED BOND 3.01000 3.10000
2022-03-08 2022-04-06 INPBD INFL PROTECTED BOND 3.18000 3.02000
2022-07-29 2022-09-15 INPBD INFL PROTECTED BOND 3.01000 2.87000
2023-03-15 2023-07-06 INPBD INFL PROTECTED BOND 2.87000 2.81000
2023-11-29 2024-12-19 INPBD INFL PROTECTED BOND 2.83000 2.97000
2015-05-15 2015-06-05 IREAL INTL REAL ESTATE IDX 11.97000 11.08000
2015-10-22 2016-01-06 IREAL INTL REAL ESTATE IDX 11.44000 10.74000
2016-03-03 2016-06-24 IREAL INTL REAL ESTATE IDX 11.20000 11.61000
2016-07-28 2016-10-05 IREAL INTL REAL ESTATE IDX 12.50000 11.92000
2017-02-03 2017-10-06 IREAL INTL REAL ESTATE IDX 11.44000 12.38000
2017-11-24 2018-08-14 IREAL INTL REAL ESTATE IDX 12.90000 13.21000
2018-08-28 2018-10-02 IREAL INTL REAL ESTATE IDX 13.58000 13.11000
2019-01-11 2019-08-14 IREAL INTL REAL ESTATE IDX 13.08000 13.89000
2019-09-18 2020-02-27 IREAL INTL REAL ESTATE IDX 14.41000 14.78000
2020-06-02 2020-10-28 IREAL INTL REAL ESTATE IDX 12.41000 12.17000
2020-11-09 2021-09-20 IREAL INTL REAL ESTATE IDX 13.38000 15.78000
2022-12-13 2023-03-17 IREAL INTL REAL ESTATE IDX 11.89000 11.26000
2023-11-20 2024-02-28 IREAL INTL REAL ESTATE IDX 11.22000 11.15000
2024-05-15 2024-10-31 IREAL INTL REAL ESTATE IDX 11.90000 12.03000
2015-04-23 2015-06-29 LCAPG LARGE-CAP GROWTH IDX 1.62000 1.57000
2015-07-16 2015-08-21 LCAPG LARGE-CAP GROWTH IDX 1.64000 1.53000
2015-11-02 2016-01-06 LCAPG LARGE-CAP GROWTH IDX 1.64000 1.56000
2016-03-29 2016-06-27 LCAPG LARGE-CAP GROWTH IDX 1.61000 1.55000
2016-07-08 2016-11-01 LCAPG LARGE-CAP GROWTH IDX 1.66000 1.64000
2016-11-29 2018-10-10 LCAPG LARGE-CAP GROWTH IDX 1.71440 2.44000
2019-02-12 2019-05-31 LCAPG LARGE-CAP GROWTH IDX 2.45000 2.50000
2019-06-20 2020-02-27 LCAPG LARGE-CAP GROWTH IDX 2.70000 2.86000
2020-05-18 2021-03-04 LCAPG LARGE-CAP GROWTH IDX 3.07000 3.99000
2021-04-08 2022-01-13 LCAPG LARGE-CAP GROWTH IDX 4.40000 4.99000
2022-07-29 2022-09-22 LCAPG LARGE-CAP GROWTH IDX 4.27000 3.85000
2022-11-30 2023-09-21 LCAPG LARGE-CAP GROWTH IDX 4.07000 4.71000
2023-11-10 2024-08-05 LCAPG LARGE-CAP GROWTH IDX 4.98000 5.90000
2024-10-08 2024-12-20 LCAPG LARGE-CAP GROWTH IDX 6.70000 7.26000
2015-05-14 2015-06-29 LCAPV LARGE-CAP VALUE IDX 2.40000 2.34000
2016-03-30 2016-11-02 LCAPV LARGE-CAP VALUE IDX 2.31000 2.41000
2016-11-10 2018-02-08 LCAPV LARGE-CAP VALUE IDX 2.52000 2.87000
2018-06-07 2018-10-11 LCAPV LARGE-CAP VALUE IDX 3.02000 2.98000
2019-02-22 2019-05-29 LCAPV LARGE-CAP VALUE IDX 3.09000 3.04000
2019-07-01 2020-02-25 LCAPV LARGE-CAP VALUE IDX 3.23000 3.32000
2020-05-27 2022-03-08 LCAPV LARGE-CAP VALUE IDX 2.97000 4.22000
2022-08-15 2022-09-23 LCAPV LARGE-CAP VALUE IDX 4.35000 3.80000
2022-11-15 2023-03-10 LCAPV LARGE-CAP VALUE IDX 4.25000 4.07000
2023-06-13 2023-09-21 LCAPV LARGE-CAP VALUE IDX 4.31000 4.30000
2023-12-01 2024-12-18 LCAPV LARGE-CAP VALUE IDX 4.45000 5.28000
2015-04-23 2015-06-29 LCMPS LARGE COMPANY IDX 42.24000 41.31000
2015-07-17 2015-08-20 LCMPS LARGE COMPANY IDX 42.73000 40.99000
2015-11-02 2016-01-06 LCMPS LARGE COMPANY IDX 42.53000 40.42000
2016-03-29 2016-06-27 LCMPS LARGE COMPANY IDX 41.95000 41.04000
2016-07-08 2016-11-01 LCMPS LARGE COMPANY IDX 43.74000 43.62000
2016-11-15 2018-10-10 LCMPS LARGE COMPANY IDX 45.11000 59.82000
2019-02-19 2019-05-31 LCMPS LARGE COMPANY IDX 60.14000 59.90000
2019-06-20 2020-02-27 LCMPS LARGE COMPANY IDX 64.38000 65.77000
2020-05-26 2022-01-20 LCMPS LARGE COMPANY IDX 66.41000 102.02000
2022-08-10 2022-09-22 LCMPS LARGE COMPANY IDX 96.62000 86.45000
2022-11-30 2023-09-21 LCMPS LARGE COMPANY IDX 94.18000 101.31000
2023-11-15 2024-08-05 LCMPS LARGE COMPANY IDX 105.59000 122.84000
2024-09-19 2024-12-20 LCMPS LARGE COMPANY IDX 135.63000 141.24000
2015-04-23 2015-06-29 LCSTK TOTAL STOCK MKT IDX 2.14000 2.09000
2016-03-29 2016-06-27 LCSTK TOTAL STOCK MKT IDX 2.08000 2.03000
2016-07-11 2016-11-01 LCSTK TOTAL STOCK MKT IDX 2.18000 2.17000
2016-11-17 2018-10-10 LCSTK TOTAL STOCK MKT IDX 2.26000 2.97030
2019-02-15 2019-05-31 LCSTK TOTAL STOCK MKT IDX 2.99000 2.96000
2019-06-20 2020-02-27 LCSTK TOTAL STOCK MKT IDX 3.18000 3.23000
2020-05-26 2022-01-19 LCSTK TOTAL STOCK MKT IDX 3.24000 5.02000
2022-08-10 2022-09-22 LCSTK TOTAL STOCK MKT IDX 4.68000 4.17000
2022-11-30 2023-09-21 LCSTK TOTAL STOCK MKT IDX 4.54000 4.85000
2023-11-20 2024-08-05 LCSTK TOTAL STOCK MKT IDX 5.09000 5.85000
2024-09-19 2024-12-20 LCSTK TOTAL STOCK MKT IDX 6.46000 6.74000
2015-04-06 2015-06-05 MODLF MODERATE LS 5.27000 5.18000
2016-03-17 2016-11-01 MODLF MODERATE LS 5.09000 5.31000
2017-01-04 2018-02-08 MODLF MODERATE LS 5.46000 5.96000
2018-05-10 2018-10-10 MODLF MODERATE LS 6.18000 6.08000
2019-01-30 2020-02-27 MODLF MODERATE LS 6.12000 6.75000
2020-05-27 2022-01-18 MODLF MODERATE LS 6.62000 8.47000
2022-08-15 2022-09-20 MODLF MODERATE LS 7.83000 7.18000
2022-11-30 2023-09-21 MODLF MODERATE LS 7.45000 7.58000
2023-11-27 2024-12-19 MODLF MODERATE LS 7.79000 8.98000
2015-04-08 2015-07-08 PACFC PACIFIC STOCK IDX 1.46000 1.38000
2016-03-29 2018-03-23 PACFC PACIFIC STOCK IDX 1.32000 1.71000
2018-09-25 2018-10-11 PACFC PACIFIC STOCK IDX 1.77000 1.66000
2019-02-05 2019-08-14 PACFC PACIFIC STOCK IDX 1.67000 1.64000
2019-10-15 2020-01-31 PACFC PACIFIC STOCK IDX 1.77000 1.80000
2020-05-27 2021-11-26 PACFC PACIFIC STOCK IDX 1.65000 2.12000
2022-11-15 2023-10-03 PACFC PACIFIC STOCK IDX 1.85000 1.92000
2023-12-07 2024-08-02 PACFC PACIFIC STOCK IDX 2.06000 2.20000
2024-08-23 2024-12-19 PACFC PACIFIC STOCK IDX 2.38000 2.27000
2015-08-14 2015-08-24 REALE REIT IDX 2.71000 2.52000
2015-10-19 2016-01-20 REALE REIT IDX 2.78000 2.57000
2016-03-11 2016-10-04 REALE REIT IDX 2.82000 2.99000
2016-12-30 2018-01-09 REALE REIT IDX 3.00000 3.05000
2018-04-27 2018-10-04 REALE REIT IDX 2.94000 3.12000
2018-12-03 2018-12-21 REALE REIT IDX 3.29000 3.00000
2019-01-30 2019-12-12 REALE REIT IDX 3.33000 3.67000
2020-01-21 2020-02-27 REALE REIT IDX 3.89000 3.60000
2020-06-03 2020-09-23 REALE REIT IDX 3.20000 3.00000
2020-10-08 2021-09-30 REALE REIT IDX 3.33000 4.31000
2021-10-26 2022-01-27 REALE REIT IDX 4.65000 4.47000
2022-03-29 2022-05-06 REALE REIT IDX 4.91000 4.38000
2022-08-10 2022-09-20 REALE REIT IDX 4.40000 3.88000
2023-01-12 2023-03-17 REALE REIT IDX 4.03000 3.70000
2023-06-07 2023-09-21 REALE REIT IDX 3.97000 3.78000
2023-12-01 2024-04-15 REALE REIT IDX 4.01000 4.01000
2024-06-28 2024-12-18 REALE REIT IDX 4.29000 4.62000
2015-04-15 2015-08-07 SCAPG SMALL-CAP GROWTH IDX 2.94000 2.85000
2015-11-27 2016-01-04 SCAPG SMALL-CAP GROWTH IDX 2.81000 2.59000
2016-03-29 2016-10-17 SCAPG SMALL-CAP GROWTH IDX 2.52000 2.74000
2016-11-14 2017-08-21 SCAPG SMALL-CAP GROWTH IDX 2.90000 3.15000
2017-09-25 2018-02-08 SCAPG SMALL-CAP GROWTH IDX 3.37000 3.49000
2018-03-09 2018-10-08 SCAPG SMALL-CAP GROWTH IDX 3.89000 3.96000
2019-02-12 2019-05-23 SCAPG SMALL-CAP GROWTH IDX 3.79000 3.76000
2019-07-30 2019-08-23 SCAPG SMALL-CAP GROWTH IDX 4.03000 3.75000
2019-11-04 2020-02-25 SCAPG SMALL-CAP GROWTH IDX 3.99000 4.11000
2020-05-26 2021-05-10 SCAPG SMALL-CAP GROWTH IDX 3.96000 5.76000
2021-07-01 2021-08-19 SCAPG SMALL-CAP GROWTH IDX 6.28000 5.70000
2021-11-01 2021-12-01 SCAPG SMALL-CAP GROWTH IDX 6.32000 5.70000
2022-07-28 2022-09-23 SCAPG SMALL-CAP GROWTH IDX 4.59000 4.14550
2022-12-02 2023-09-18 SCAPG SMALL-CAP GROWTH IDX 4.66000 4.71000
2023-12-04 2024-08-05 SCAPG SMALL-CAP GROWTH IDX 4.77000 5.28790
2024-10-11 2024-12-20 SCAPG SMALL-CAP GROWTH IDX 5.89000 6.02000
2015-04-06 2015-07-08 SCAPV SMALL-CAP VALUE IDX 3.78000 3.64000
2015-11-06 2016-01-06 SCAPV SMALL-CAP VALUE IDX 3.59000 3.30000
2016-03-29 2016-11-01 SCAPV SMALL-CAP VALUE IDX 3.45000 3.75000
2016-11-10 2017-03-09 SCAPV SMALL-CAP VALUE IDX 4.01000 4.39000
2017-07-25 2017-08-17 SCAPV SMALL-CAP VALUE IDX 4.60000 4.30000
2017-09-25 2018-02-08 SCAPV SMALL-CAP VALUE IDX 4.62000 4.56000
2018-05-08 2018-10-01 SCAPV SMALL-CAP VALUE IDX 4.92000 5.12000
2019-02-15 2019-05-29 SCAPV SMALL-CAP VALUE IDX 4.86000 4.58000
2019-09-11 2020-01-31 SCAPV SMALL-CAP VALUE IDX 4.87000 4.88000
2020-05-27 2021-07-16 SCAPV SMALL-CAP VALUE IDX 4.00000 6.47000
2021-10-14 2022-01-21 SCAPV SMALL-CAP VALUE IDX 6.90000 6.46000
2022-08-12 2022-09-23 SCAPV SMALL-CAP VALUE IDX 6.69000 5.61000
2022-11-30 2023-03-13 SCAPV SMALL-CAP VALUE IDX 6.36000 5.77000
2023-06-02 2023-09-21 SCAPV SMALL-CAP VALUE IDX 5.94000 5.91000
2023-12-01 2024-12-20 SCAPV SMALL-CAP VALUE IDX 6.27000 7.37000
2015-04-10 2015-07-08 SMMID SMALL/MID-CAP IDX 12.75000 12.35000
2015-11-06 2016-01-06 SMMID SMALL/MID-CAP IDX 12.09000 11.20000
2016-03-29 2016-06-27 SMMID SMALL/MID-CAP IDX 11.44000 11.25000
2016-07-11 2016-10-26 SMMID SMALL/MID-CAP IDX 12.22000 12.34000
2016-11-14 2017-08-17 SMMID SMALL/MID-CAP IDX 12.97000 14.14000
2017-09-18 2018-02-08 SMMID SMALL/MID-CAP IDX 14.87000 15.26000
2018-05-17 2018-10-09 SMMID SMALL/MID-CAP IDX 16.69000 16.91000
2019-02-05 2019-05-29 SMMID SMALL/MID-CAP IDX 16.45000 16.39000
2019-07-12 2020-02-26 SMMID SMALL/MID-CAP IDX 17.60000 17.86000
2020-05-27 2021-12-01 SMMID SMALL/MID-CAP IDX 17.00000 26.70000
2022-08-05 2022-09-23 SMMID SMALL/MID-CAP IDX 22.98000 20.00000
2022-12-01 2023-09-21 SMMID SMALL/MID-CAP IDX 22.24000 22.47000
2023-11-30 2024-08-05 SMMID SMALL/MID-CAP IDX 23.54000 26.20000
2024-09-19 2024-12-20 SMMID SMALL/MID-CAP IDX 29.29000 30.81000
2015-03-30 2024-12-20 SVALU INTEREST INCOME FUND 6.07000 7.92000
2015-04-06 2015-06-05 T2020 TARGET DATE - 2020 13.68000 13.42000
2016-03-04 2016-11-01 T2020 TARGET DATE - 2020 13.14000 13.89000
2017-01-04 2018-02-08 T2020 TARGET DATE - 2020 14.09000 15.02000
2018-05-30 2018-10-05 T2020 TARGET DATE - 2020 15.44000 15.39000
2019-01-25 2020-03-09 T2020 TARGET DATE - 2020 15.28000 16.73000
2020-05-27 2020-10-30 T2020 TARGET DATE - 2020 16.93000 17.76000
2020-11-10 2021-03-08 T2020 TARGET DATE - 2020 18.33000 18.83000
2021-04-15 2021-09-30 T2020 TARGET DATE - 2020 19.46000 19.95000
2021-11-04 2022-01-07 T2020 TARGET DATE - 2020 20.49000 20.15000
2022-11-30 2023-08-17 T2020 TARGET DATE - 2020 17.75000 17.91000
2023-11-27 2024-12-19 T2020 TARGET DATE - 2020 18.20000 20.42000
2015-04-06 2015-06-05 T2025 TARGET DATE - 2025 13.78000 13.54000
2016-03-11 2016-10-28 T2025 TARGET DATE - 2025 13.22000 13.95000
2017-01-04 2018-02-08 T2025 TARGET DATE - 2025 14.25000 15.41000
2018-05-11 2018-10-08 T2025 TARGET DATE - 2025 15.93000 15.88000
2019-01-30 2020-02-27 T2025 TARGET DATE - 2025 15.78000 17.48000
2020-05-27 2021-09-30 T2025 TARGET DATE - 2025 17.29000 21.07000
2021-11-04 2022-01-18 T2025 TARGET DATE - 2025 21.78000 21.19000
2022-11-30 2023-08-17 T2025 TARGET DATE - 2025 18.76000 19.03000
2023-11-27 2024-12-19 T2025 TARGET DATE - 2025 19.38000 21.99000
2015-04-06 2015-06-05 T2030 TARGET DATE - 2030 13.99000 13.78000
2016-03-17 2016-06-27 T2030 TARGET DATE - 2030 13.46000 13.49000
2016-07-08 2016-10-28 T2030 TARGET DATE - 2030 14.08000 14.09000
2016-12-13 2018-02-08 T2030 TARGET DATE - 2030 14.46000 15.95000
2018-05-11 2018-10-10 T2030 TARGET DATE - 2030 16.60000 16.30000
2019-01-31 2020-02-27 T2030 TARGET DATE - 2030 16.46000 18.05000
2020-05-27 2022-01-18 T2030 TARGET DATE - 2030 17.73000 22.67000
2022-08-15 2022-09-16 T2030 TARGET DATE - 2030 20.99000 19.47000
2022-11-30 2023-08-21 T2030 TARGET DATE - 2030 19.99000 20.41000
2023-11-27 2024-12-19 T2030 TARGET DATE - 2030 20.85000 24.01000
2015-04-10 2015-06-08 T2035 TARGET DATE - 2035 14.31000 14.02000
2016-03-17 2016-06-27 T2035 TARGET DATE - 2035 13.63000 13.58000
2016-07-11 2016-10-28 T2035 TARGET DATE - 2035 14.32000 14.30000
2016-12-08 2018-02-08 T2035 TARGET DATE - 2035 14.72000 16.57000
2018-05-11 2018-10-10 T2035 TARGET DATE - 2035 17.36000 17.02000
2019-01-31 2019-05-31 T2035 TARGET DATE - 2035 17.11000 17.47000
2019-06-18 2020-02-27 T2035 TARGET DATE - 2035 18.12000 18.72000
2020-05-27 2022-01-19 T2035 TARGET DATE - 2035 18.27000 24.25000
2022-08-12 2022-09-20 T2035 TARGET DATE - 2035 22.41000 20.50890
2022-11-30 2023-09-21 T2035 TARGET DATE - 2035 21.37000 21.88000
2023-11-27 2024-12-19 T2035 TARGET DATE - 2035 22.51000 26.32000
2015-04-10 2015-06-08 T2040 TARGET DATE - 2040 14.38000 14.09000
2016-03-18 2016-06-27 T2040 TARGET DATE - 2040 13.68000 13.56000
2016-07-11 2016-10-28 T2040 TARGET DATE - 2040 14.35000 14.32000
2016-12-07 2018-02-08 T2040 TARGET DATE - 2040 14.77000 16.80000
2018-05-11 2018-10-10 T2040 TARGET DATE - 2040 17.69000 17.31000
2019-01-31 2019-05-31 T2040 TARGET DATE - 2040 17.36000 17.69000
2019-06-19 2020-02-27 T2040 TARGET DATE - 2040 18.49000 18.93000
2020-05-27 2022-01-20 T2040 TARGET DATE - 2040 18.31000 25.15000
2022-08-12 2022-09-20 T2040 TARGET DATE - 2040 23.23000 21.11000
2022-11-30 2023-09-21 T2040 TARGET DATE - 2040 22.17000 22.83000
2023-11-24 2024-08-05 T2040 TARGET DATE - 2040 23.56000 26.22000
2024-08-19 2024-12-20 T2040 TARGET DATE - 2040 27.86000 28.15000
2015-04-10 2015-06-08 T2045 TARGET DATE - 2045 14.38000 14.09000
2016-03-17 2016-06-27 T2045 TARGET DATE - 2045 13.65000 13.56000
2016-07-11 2016-10-28 T2045 TARGET DATE - 2045 14.35000 14.33000
2016-12-07 2018-02-08 T2045 TARGET DATE - 2045 14.78000 16.84000
2018-05-11 2018-10-10 T2045 TARGET DATE - 2045 17.75000 17.37000
2019-01-31 2019-05-31 T2045 TARGET DATE - 2045 17.42000 17.73000
2019-06-19 2020-02-27 T2045 TARGET DATE - 2045 18.56000 18.96000
2020-05-27 2022-01-21 T2045 TARGET DATE - 2045 18.25000 25.21000
2022-08-12 2022-09-21 T2045 TARGET DATE - 2045 23.57000 21.05000
2022-11-30 2023-09-21 T2045 TARGET DATE - 2045 22.48000 23.25000
2023-11-24 2024-08-05 T2045 TARGET DATE - 2045 24.06000 26.85000
2024-08-21 2024-12-20 T2045 TARGET DATE - 2045 28.77000 29.10000
2015-04-10 2015-06-08 T2050 TARGET DATE - 2050 14.38000 14.09000
2016-03-17 2016-06-27 T2050 TARGET DATE - 2050 13.65000 13.55000
2016-07-11 2016-10-28 T2050 TARGET DATE - 2050 14.35000 14.33000
2016-12-07 2018-02-08 T2050 TARGET DATE - 2050 14.78000 16.84000
2018-05-11 2018-10-10 T2050 TARGET DATE - 2050 17.75000 17.37000
2019-01-31 2019-05-31 T2050 TARGET DATE - 2050 17.42000 17.73000
2019-06-19 2020-02-27 T2050 TARGET DATE - 2050 18.56000 18.96000
2020-05-27 2022-01-21 T2050 TARGET DATE - 2050 18.26000 25.24000
2022-08-12 2022-09-21 T2050 TARGET DATE - 2050 23.61000 21.05000
2022-11-30 2023-09-21 T2050 TARGET DATE - 2050 22.51000 23.30000
2023-11-24 2024-08-05 T2050 TARGET DATE - 2050 24.13000 26.93000
2024-08-21 2024-12-20 T2050 TARGET DATE - 2050 28.94000 29.31000
2015-04-10 2015-06-08 T2055 TARGET DATE - 2055 14.38000 14.09000
2016-03-17 2016-06-27 T2055 TARGET DATE - 2055 13.65000 13.56000
2016-07-11 2016-10-28 T2055 TARGET DATE - 2055 14.35000 14.33000
2016-12-07 2018-02-08 T2055 TARGET DATE - 2055 14.78000 16.87000
2018-05-11 2018-10-10 T2055 TARGET DATE - 2055 17.78000 17.40000
2019-01-31 2019-05-31 T2055 TARGET DATE - 2055 17.44000 17.76000
2019-06-19 2020-02-27 T2055 TARGET DATE - 2055 18.59000 19.00000
2020-05-27 2022-01-21 T2055 TARGET DATE - 2055 18.29000 25.29000
2022-08-12 2022-09-21 T2055 TARGET DATE - 2055 23.66000 21.10000
2022-11-30 2023-09-21 T2055 TARGET DATE - 2055 22.56000 23.35000
2023-11-24 2024-08-05 T2055 TARGET DATE - 2055 24.18000 27.00000
2024-08-21 2024-12-20 T2055 TARGET DATE - 2055 29.01000 29.39000
2016-03-18 2016-06-27 T2060 TARGETRETIREMENT2060 9.72000 9.63000
2016-07-11 2016-10-28 T2060 TARGETRETIREMENT2060 10.20000 10.18000
2016-12-07 2018-02-08 T2060 TARGETRETIREMENT2060 10.50000 11.98000
2018-05-11 2018-10-10 T2060 TARGETRETIREMENT2060 12.63000 12.36570
2019-01-31 2019-05-31 T2060 TARGETRETIREMENT2060 12.39000 12.62000
2019-06-19 2020-02-27 T2060 TARGETRETIREMENT2060 13.21000 13.50000
2020-05-27 2022-01-21 T2060 TARGETRETIREMENT2060 13.01000 17.98000
2022-08-12 2022-09-21 T2060 TARGETRETIREMENT2060 16.83000 15.01310
2022-11-30 2023-09-21 T2060 TARGETRETIREMENT2060 16.05000 16.62000
2023-11-24 2024-08-05 T2060 TARGETRETIREMENT2060 17.21000 19.21000
2024-08-21 2024-12-20 T2060 TARGETRETIREMENT2060 20.65000 20.91000
2020-11-09 2022-01-21 T2065 TARGETRETIREMENT2065 11.25000 13.39000
2022-08-12 2022-09-21 T2065 TARGETRETIREMENT2065 12.54000 11.19000
2022-11-30 2023-09-21 T2065 TARGETRETIREMENT2065 11.96000 12.38000
2023-11-24 2024-08-05 T2065 TARGETRETIREMENT2065 12.82000 14.32000
2024-08-21 2024-12-20 T2065 TARGETRETIREMENT2065 15.39000 15.58000
2015-08-20 2016-11-09 TBOND TOTAL BOND MARKET 2.43000 2.50000
2017-02-24 2018-01-22 TBOND TOTAL BOND MARKET 2.50000 2.53000
2018-05-29 2018-10-04 TBOND TOTAL BOND MARKET 2.53000 2.50000
2018-12-06 2020-03-18 TBOND TOTAL BOND MARKET 2.53000 2.76000
2020-05-29 2020-11-10 TBOND TOTAL BOND MARKET 2.94000 2.95000
2020-11-30 2021-02-12 TBOND TOTAL BOND MARKET 2.99000 2.95000
2021-06-08 2021-10-07 TBOND TOTAL BOND MARKET 2.93000 2.93000
2022-07-28 2022-09-13 TBOND TOTAL BOND MARKET 2.69000 2.57000
2022-12-02 2023-07-06 TBOND TOTAL BOND MARKET 2.59000 2.57000
2023-11-21 2024-04-10 TBOND TOTAL BOND MARKET 2.58000 2.63000
2024-06-04 2024-11-01 TBOND TOTAL BOND MARKET 2.69000 2.74000
2015-03-24 2015-06-29 TINTL INTL STOCK MKT IDX 4.00000 3.95000
2016-03-30 2016-06-24 TINTL INTL STOCK MKT IDX 3.63000 3.49000
2016-07-29 2016-11-02 TINTL INTL STOCK MKT IDX 3.76000 3.74000
2017-01-05 2018-06-19 TINTL INTL STOCK MKT IDX 3.87000 4.71000
2019-01-31 2019-05-23 TINTL INTL STOCK MKT IDX 4.48000 4.47000
2019-07-01 2019-08-14 TINTL INTL STOCK MKT IDX 4.75000 4.40000
2019-10-17 2020-02-24 TINTL INTL STOCK MKT IDX 4.74000 4.80000
2020-06-01 2020-10-30 TINTL INTL STOCK MKT IDX 4.41000 4.72000
2020-11-05 2021-10-04 TINTL INTL STOCK MKT IDX 5.05000 5.96000
2022-11-15 2023-09-21 TINTL INTL STOCK MKT IDX 5.16000 5.50000
2023-11-20 2024-08-02 TINTL INTL STOCK MKT IDX 5.66000 6.23000
2024-08-23 2024-11-12 TINTL INTL STOCK MKT IDX 6.62000 6.40000