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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1082 | 1236 | 1231 | 1537 | 2609 |
Fund Return | 5.59% | 8.17% | 23.58% | 7.19% | 8.98% | 10.06% |
Place in category | 25 | 18 | 13 | 9 | 18 | 2 |
% in Category | 15 | 14 | 12 | 9 | 21 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 142.52M | 18.70 | 8.05 | 8.55 | ||
Morningstar Aggressive Growth ETF 2 | 58.85M | 18.43 | 7.79 | 8.28 | ||
RiverFront Dynamic Equity Income Fi | 43.09M | 14.43 | 5.06 | 5.94 | ||
ALPS Kotak India Growth Fund Clai | 26.44M | 14.65 | 6.76 | 8.51 | ||
RiverFront Dynamic Equity Income Fa | 8.44M | 14.16 | 4.80 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 26.58B | 2.52 | -0.26 | 8.05 | ||
American Funds SMALLCAP World R6 | 26.77B | 2.56 | 0.13 | 8.46 | ||
American Funds SMALLCAP World F2 | 9.98B | 2.55 | 0.02 | 8.34 | ||
Old Westbury Small & Mid Cap Strate | 8.88B | 3.31 | 1.73 | 6.07 | ||
American Funds SMALLCAP World 529A | 1.53B | 2.52 | -0.29 | 8.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KKR & Co | US48251W1045 | 5.71 | 132.22 | -1.73% | |
3I Group | GB00B1YW4409 | 5.05 | 4,103.00 | +0.22% | |
HgCapital | GB00BJ0LT190 | 4.53 | 526.00 | +0.38% | |
Ares Management | US03990B1017 | 4.32 | 174.09 | -3.12% | |
HarbourVest Global | GG00BR30MJ80 | 3.91 | 2,695.00 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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