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Retirement Advocate Aggressive Fund (0P0000WH99)

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38.710 +1.620    +4.37%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 233.72M
Retirement Advocate Aggressive Fund 38.710 +1.620 +4.37%

Retirement Advocate Aggressive Fund Overview

 
Find basic information about the Retirement Advocate Aggressive Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000WH99 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US87239R5063)
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Rating
1-Year Change25.66%
Prev. Close37.089
Risk Rating
TTM YieldN/A
ROE23.29%
IssuerN/A
Turnover48.62%
ROA9.80%
Inception DateSep 30, 2011
Total Assets233.72M
Expenses0.50%
Min. InvestmentN/A
Market Cap74.91B
CategoryAllocation - - 85%+ Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1190 1042 1257 1219 1645 2281
Fund Return 18.98% 4.17% 25.66% 6.83% 10.46% 8.59%
Place in category - - - - - -
% in Category 43 61 44 30 33 48

Top Equity Funds by Matrix Trust Company

  Name Rating Total Assets YTD% 3Y% 10Y%
  Retirement Advocate Moderate Fund 232.65M 13.63 4.39 6.37
  TDA Managed Retirement Growth Clas1 84.47M 13.21 5.30 8.64
  TDA Managed Retirement Growth Clas2 84.47M 12.95 5.04 8.36
  TDA Managed Retirement Balanced Cl1 75.54M 10.79 4.83 7.30
  TDA Managed Retirement Balanced Cl2 75.54M 10.54 4.57 7.03

Top Funds for Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Portfolio A 12.67B 22.87 5.84 10.64
  JHVIT Strategic Equity Allocation T 7.27B 19.57 8.10 9.79
  JPMorgan Investor Growth A 4.72B 19.26 7.34 9.48
  Franklin Mutual Shares Z 4.16B 20.15 10.21 6.92
  Franklin Mutual Shares A 2.79B 19.88 9.95 6.65

Top Holdings

Name ISIN Weight % Last Change %
Fidelity 500 Index - 38.01 - -
Fidelity Mid Cap Index - 12.50 - -
WCM Focused International Growth Instl - 11.39 - -
Dodge & Cox International Stock X - 10.94 - -
Principal US REIT Fund Tr-II - 5.87 - -

Technical Summary

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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