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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1121 | 1090 | 1114 | 1304 | 1652 |
Fund Return | 0.15% | 12.14% | 9.01% | 3.65% | 5.45% | 5.15% |
Place in category | 459 | 348 | 337 | 331 | 551 | 393 |
% in Category | 59 | 39 | 44 | 48 | 83 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 138.02M | -0.36 | 6.44 | 7.58 | ||
Morningstar Aggressive Growth ETF 2 | 60.77M | -0.36 | 6.16 | 7.32 | ||
RiverFront Dynamic Equity Income Fi | 43.65M | 0.16 | 3.88 | 5.41 | ||
ALPS Red Rocks Listed Private Equit | 38.88M | 0.91 | 5.65 | 8.06 | ||
ALPS Kotak India Growth Fund Clai | 38M | 1.45 | 9.72 | 12.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.68B | 12.61 | 5.18 | 8.14 | ||
Vanguard Wellington Admiral | 99.55B | 12.37 | 4.53 | 8.39 | ||
American Funds American Balanced R6 | 55.37B | 12.84 | 5.51 | 8.47 | ||
Vanguard Balanced Index Adm | 46.21B | 12.12 | 3.85 | 8.18 | ||
Fidelity Balanced K | 42.26B | 13.47 | 5.34 | 9.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RiverFront Dynamic US Dividend Advantage | US00162Q5282 | 18.60 | 54.91 | +0.04% | |
First Trust RiverFront Dynamic DM | US33739P6088 | 14.00 | 67.80 | -0.50% | |
JPMorgan Equity Premium Income ETF | - | 10.36 | - | - | |
Vanguard Long-Term Corporate Bond | US92206C8139 | 9.31 | 81.48 | +0.52% | |
ishares S&P 500 | US4642872000 | 6.52 | 574.07 | -0.18% |
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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