YCharts Allocation Insights Archive
As of: 7-31-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 6-30-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 5-31-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 4-30-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 3-31-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 2-28-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 1-31-26
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 12-31-25
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 6-30-25
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation Asset - Allocation Insight
As of: 12-31-24
WAM
Strategic Tactical Account - STA Allocation Insight
Capital Growth - Allocation Insight
Strategic Asset Balanced SAB - Allocation Insight
Total Return - Allocation Insight
Capital Guardian PLUS - Allocation Insight
Capital Guardian - Allocation Insight
eSAM
Aggressive - Allocation Insight
Moderate-Aggressive - Allocation Insight
Conservative - Allocation Insight
Capital Foundation PLUS - Allocation Insight
Capital Foundation - Allocation Insight