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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1027 | 1011 | 1391 | 1370 | 2536 |
Fund Return | 5.08% | 2.66% | 1.07% | 11.64% | 6.5% | 9.75% |
Place in category | 52 | 45 | 32 | 11 | 21 | 6 |
% in Category | 89 | 77 | 57 | 12 | 33 | 5 |
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 | 4.57 | 4.00 | 6.13 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 5.60 | 5.80 | 7.07 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 4.08 | 3.44 | 5.53 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 7.45 | 8.19 | 8.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Index | 8.09B | 10.01 | 8.67 | 10.46 | ||
MFS Fully Hedged Global Equity Tru | 6.39B | 6.64 | 4.41 | 9.17 | ||
Arrowstreet Global Equity Fund Hedg | 5.53B | 12.19 | 9.83 | 11.95 | ||
Walter Scott Global Equity Fund Hed | 4.9B | 8.72 | 7.56 | 10.71 | ||
BlackRock Indexed Hedged Internatio | 3.33B | 10.10 | 8.77 | 10.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.09 | 406.32 | +1.82% | |
Merck&Co | US58933Y1055 | 2.51 | 131.19 | +0.36% | |
Apple | US0378331005 | 2.48 | 169.30 | -0.35% | |
TotalEnergies SE | FR0000120271 | 2.34 | 69.48 | +2.09% | |
Oracle | US68389X1054 | 1.86 | 117.15 | +1.97% |
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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