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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1187 | 1041 | 1253 | 1262 | 1632 | 2271 |
Fund Return | 18.7% | 4.15% | 25.26% | 8.05% | 10.29% | 8.55% |
Place in category | 97 | 122 | 95 | 14 | 75 | 66 |
% in Category | 47 | 64 | 47 | 11 | 38 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 2 | 59.78M | 18.43 | 7.79 | 8.28 | ||
RiverFront Dynamic Equity Income Fi | 43.5M | 14.43 | 5.06 | 5.94 | ||
ALPS Red Rocks Listed Private Equit | 39.29M | 5.59 | 7.19 | 10.06 | ||
ALPS Kotak India Growth Fund Clai | 26.78M | 14.65 | 6.76 | 8.51 | ||
RiverFront Dynamic Equity Income Fa | 8.51M | 14.16 | 4.80 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.94B | 4.29 | 9.27 | 11.14 | ||
JHVIT Strategic Equity Allocation T | 7.15B | 3.49 | 8.47 | 10.13 | ||
JPMorgan Investor Growth A | 4.8B | 3.05 | 7.37 | 9.69 | ||
Franklin Mutual Shares Z | 4.09B | 3.69 | 7.16 | 6.82 | ||
American Funds Growth Portfolio 52A | 3.04B | 4.34 | 9.24 | 11.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 20.77 | 303.12 | +0.14% | |
ishares S&P 500 | US4642872000 | 16.22 | 615.85 | +0.22% | |
Schwab amental Intl Large Company | US8085247554 | 11.80 | 35.61 | -0.84% | |
Vanguard FTSE Developed Markets | US9219438580 | 9.27 | 51.41 | -0.87% | |
iShares S&P 100 | US4642871010 | 7.67 | 300.35 | +0.33% |
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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