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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1234 | 1069 | 1320 | 1179 | 1616 | 2599 |
Fund Return | 23.45% | 6.95% | 31.97% | 5.63% | 10.07% | 10.02% |
Place in category | 10 | 34 | 11 | 10 | 19 | 2 |
% in Category | 8 | 25 | 10 | 10 | 19 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 137.47M | 18.70 | 8.05 | 8.55 | ||
Morningstar Aggressive Growth ETF 2 | 58.89M | 18.43 | 7.79 | 8.28 | ||
RiverFront Dynamic Equity Income Fi | 42.41M | 14.43 | 5.06 | 5.94 | ||
ALPS Kotak India Growth Fund Clai | 35.03M | 14.65 | 6.76 | 8.51 | ||
RiverFront Dynamic Equity Income Fa | 8.39M | 14.16 | 4.80 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27B | 8.26 | -2.87 | 8.33 | ||
American Funds SMALLCAP World R6 | 25.63B | 8.63 | -2.50 | 8.73 | ||
American Funds SMALLCAP World F2 | 9.84B | 8.52 | -2.60 | 8.61 | ||
Old Westbury Small & Mid Cap Strate | 8.63B | 13.67 | 0.49 | 6.09 | ||
American Funds SMALLCAP World 529A | 1.56B | 8.23 | -2.90 | 8.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KKR & Co | US48251W1045 | 5.71 | 152.58 | +2.44% | |
3I Group | GB00B1YW4409 | 5.05 | 3,581.00 | +0.70% | |
HgCapital | GB00BJ0LT190 | 4.53 | 538.00 | +0.94% | |
Ares Management | US03990B1017 | 4.32 | 181.06 | +1.15% | |
HarbourVest Global | GG00BR30MJ80 | 3.91 | 2,550.00 | +0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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