CWM Core – Moderate Model (S:0P0001CE0L)
13.14
-0.65
(-4.71%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 20, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | 15.68% | 111.11 | 1.39% |
| Vanguard Value Index Fund ETF | 15.68% | 204.24 | 0.82% |
| PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 7.35% | 9.82 | 0.41% |
| WisdomTree International Quality Dividend Growth | 7.11% | 43.66 | 1.70% |
| Dodge & Cox Income Fund I | 7.11% | 12.85 | 0.39% |
| Hartford Schroders International Stock Fund I | 7.11% | 22.59 | 1.39% |
| Lord Abbett Short Duration Income Fund F | 5.88% | 3.87 | 0.26% |
| American Funds Bond Fund of America F3 | 5.88% | 11.40 | 0.44% |
| PIMCO Income Fund Institutional | 5.88% | 10.95 | 0.46% |
| Baird Aggregate Bond Fund Institutional | 5.85% | 9.93 | 0.40% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |