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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1187 | 1041 | 1253 | 1262 | 1632 | 2271 |
Fund Return | 18.7% | 4.15% | 25.26% | 8.05% | 10.29% | 8.55% |
Place in category | 97 | 122 | 95 | 14 | 75 | 66 |
% in Category | 47 | 64 | 47 | 11 | 38 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 2 | 58.89M | 18.43 | 7.79 | 8.28 | ||
RiverFront Dynamic Equity Income Fi | 42.41M | 14.43 | 5.06 | 5.94 | ||
ALPS Red Rocks Listed Private Equit | 37.43M | 23.45 | 5.63 | 10.02 | ||
ALPS Kotak India Growth Fund Clai | 35.03M | 14.65 | 6.76 | 8.51 | ||
RiverFront Dynamic Equity Income Fa | 8.39M | 14.16 | 4.80 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.41B | 22.87 | 5.84 | 10.64 | ||
JHVIT Strategic Equity Allocation T | 7.03B | 19.57 | 8.10 | 9.79 | ||
JPMorgan Investor Growth A | 4.61B | 19.26 | 7.34 | 9.48 | ||
Franklin Mutual Shares Z | 3.68B | 20.15 | 10.21 | 6.92 | ||
Franklin Mutual Shares A | 2.48B | 19.88 | 9.95 | 6.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 20.77 | 294.00 | +0.25% | |
ishares S&P 500 | US4642872000 | 16.22 | 597.64 | +0.73% | |
Schwab amental Intl Large Company | US8085247554 | 11.80 | 33.09 | +0.52% | |
Vanguard FTSE Developed Markets | US9219438580 | 9.27 | 47.85 | +0.59% | |
iShares S&P 100 | US4642871010 | 7.67 | 293.59 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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