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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1120 | 1284 | 1296 | 1747 | 2704 |
Fund Return | 11.95% | 11.95% | 28.38% | 9.03% | 11.8% | 10.46% |
Place in category | 8 | 8 | 4 | 5 | 4 | 5 |
% in Category | 12 | 12 | 7 | 5 | 4 | 11 |
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 | 6.60 | 406.32 | +1.82% | |
Apple | US0378331005 | 5.82 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 4.01 | 877.35 | +6.18% | |
Meta Platforms | US30303M1027 | 3.51 | 443.29 | +0.43% | |
Wells Fargo&Co | US9497461015 | 2.52 | 59.90 | -0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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