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Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class I (0P0000853L)

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15.730 +0.070    +0.45%
23/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 137.47M
Type:  Fund
Market:  United States
Issuer:  ALPS
Asset Class:  Equity
Morningstar Aggressive Growth ETF Asset Allocation 15.730 +0.070 +0.45%

0P0000853L Overview

 
Find basic information about the Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000853L MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.74%
Prev. Close15.66
Risk Rating
TTM Yield1.51%
ROE25%
IssuerALPS
Turnover22%
ROA11.22%
Inception DateApr 30, 2007
Total Assets137.47M
Expenses0.53%
Min. InvestmentN/A
Market Cap100.39B
CategoryAllocation - - 85%+ Equity
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Performance

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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

Top Equity Funds by ALPS

  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

Top Funds for Allocation--85%+ Equity Category

  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

Top Holdings

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%

Technical Summary

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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