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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1150 | 1114 | 1136 | 1119 | 1518 | 3005 |
Fund Return | 15.03% | 11.36% | 13.62% | 3.83% | 8.71% | 11.63% |
Place in category | 3 | 1 | 3 | 27 | 7 | 3 |
% in Category | 16 | 1 | 17 | 100 | 50 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 2.08 | 2.55 | 5.75 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 3.07 | 4.19 | 6.69 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 1.85 | 2.14 | 5.19 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 4.60 | 6.26 | 8.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Realindex RAFI Global Share Class | 1.16B | 10.52 | 13.08 | 11.22 | ||
Schroder Global Value Fund | 946.62M | 11.14 | 10.58 | 9.50 | ||
Antipodes Global Fund Long Only Cla | 699.76M | 9.83 | 4.32 | 11.10 | ||
CFS FC WS Inv Altrinsic W Global Eq | 516.67M | 13.19 | 16.76 | 11.92 | ||
Acadian Wholesale Global Eqty Long | 417.86M | 13.98 | 32.44 | 18.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.87 | 416.56 | +0.69% | |
Visa A | US92826C8394 | 4.51 | 277.74 | -0.59% | |
ASML Holding | NL0010273215 | 4.25 | 840.70 | -1.44% | |
Intuit | US4612021034 | 4.14 | 635.42 | +1.31% | |
SAP | DE0007164600 | 3.94 | 174.680 | -1.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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