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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1144 | 1027 | 1197 | 1159 | 1404 | 1781 |
Fund Return | 14.43% | 2.75% | 19.68% | 5.06% | 7.02% | 5.94% |
Place in category | 321 | 424 | 316 | 279 | 413 | 356 |
% in Category | 45 | 63 | 45 | 42 | 63 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 142.52M | 18.70 | 8.05 | 8.55 | ||
Morningstar Aggressive Growth ETF 2 | 58.85M | 18.43 | 7.79 | 8.28 | ||
ALPS Red Rocks Listed Private Equit | 38.43M | 5.59 | 7.19 | 10.06 | ||
ALPS Kotak India Growth Fund Clai | 26.44M | 14.65 | 6.76 | 8.51 | ||
RiverFront Dynamic Equity Income Fa | 8.44M | 14.16 | 4.80 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.47B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.54B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RiverFront Dynamic US Dividend Advantage | US00162Q5282 | 20.22 | 56.18 | -0.83% | |
First Trust RiverFront Dynamic DM | US33739P6088 | 13.71 | 65.63 | -0.64% | |
JPMorgan Equity Premium Income ETF | - | 11.22 | - | - | |
Vanguard Long-Term Corporate Bond | US92206C8139 | 9.56 | 76.01 | +0.54% | |
ishares S&P 500 | US4642872000 | 7.23 | 602.87 | -1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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