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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1066 | 1095 | 1149 | 1479 | 2921 |
Fund Return | 11.34% | 6.61% | 9.55% | 4.75% | 8.14% | 11.31% |
Place in category | 24 | 25 | 29 | 19 | 17 | 7 |
% in Category | 67 | 63 | 76 | 67 | 61 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 737.3M | 3.19 | 2.62 | 5.74 | ||
OA Frontier PS Vanguard Growth Inde | 578.26M | 4.30 | 4.25 | 6.70 | ||
OA Frontier PS Vanguard Balanced In | 572.37M | 2.85 | 2.21 | 5.18 | ||
OA Frontier PS Vanguard High Growth | 330.69M | 6.05 | 6.29 | 8.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Global Equity Fund | 5.81B | 13.45 | 3.81 | 13.51 | ||
Walter Scott Global Equity Fund | 4.66B | 7.92 | 9.49 | 12.76 | ||
AU60ETL73771 | 2.52B | 22.60 | 19.28 | - | ||
Generation Wholesale Global Share | 889.17M | 6.96 | 5.67 | 14.72 | ||
Franklin Global Growth Fund I class | 885.39M | -1.35 | 2.53 | 13.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.46 | 446.95 | -1.30% | |
Apple | US0378331005 | 2.96 | 210.61 | -1.63% | |
Roper Technologies | US7766961061 | 1.92 | 563.66 | +0.28% | |
Amazon.com | US0231351067 | 1.92 | 193.25 | -2.33% | |
Fiserv | US3377381088 | 1.74 | 149.04 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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