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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 1138 | 1094 | 1206 | 1518 | 2077 |
Fund Return | -0.36% | 13.83% | 9.44% | 6.44% | 8.71% | 7.58% |
Place in category | 141 | 139 | 120 | 19 | 109 | 78 |
% in Category | 73 | 65 | 62 | 20 | 60 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 2 | 61.81M | -0.36 | 6.16 | 7.32 | ||
RiverFront Dynamic Equity Income Fi | 44.15M | 0.16 | 3.88 | 5.41 | ||
ALPS Red Rocks Listed Private Equit | 40.04M | 0.91 | 5.65 | 8.06 | ||
ALPS Kotak India Growth Fund Clai | 36.42M | 1.45 | 9.72 | 12.30 | ||
RiverFront Dynamic Equity Income Fa | 8.6M | 0.15 | 3.65 | 5.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.43B | 17.19 | 3.03 | 10.33 | ||
JHVIT Strategic Equity Allocation T | 7.31B | 14.61 | 5.76 | 9.52 | ||
JPMorgan Investor Growth A | 4.73B | 14.43 | 5.12 | 9.23 | ||
Franklin Mutual Shares Z | 4.36B | 12.82 | 6.41 | 6.47 | ||
Franklin Mutual Shares A | 2.94B | 12.56 | 6.15 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 20.75 | 298.19 | -0.29% | |
ishares S&P 500 | US4642872000 | 16.28 | 601.71 | -0.34% | |
Schwab amental Intl Large Company | US8085247554 | 13.45 | 35.00 | +0.43% | |
Vanguard FTSE Developed Markets | US9219438580 | 9.38 | 49.69 | +0.50% | |
iShares S&P Midcap 400 | US4642875078 | 9.10 | 67.35 | -0.30% |
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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