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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 1138 | 1094 | 1206 | 1518 | 2077 |
Fund Return | -0.36% | 13.83% | 9.44% | 6.44% | 8.71% | 7.58% |
Place in category | 141 | 139 | 120 | 19 | 109 | 78 |
% in Category | 73 | 65 | 62 | 20 | 60 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 2 | 59.88M | -0.36 | 6.16 | 7.32 | ||
RiverFront Dynamic Equity Income Fi | 42.4M | 0.16 | 3.88 | 5.41 | ||
ALPS Red Rocks Listed Private Equit | 37.45M | 0.91 | 5.65 | 8.06 | ||
ALPS Kotak India Growth Fund Clai | 32.98M | 1.45 | 9.72 | 12.30 | ||
RiverFront Dynamic Equity Income Fa | 8.47M | 0.15 | 3.65 | 5.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.14B | 9.22 | 3.74 | 9.73 | ||
JHVIT Strategic Equity Allocation T | 7.27B | 9.19 | 6.03 | 9.18 | ||
JPMorgan Investor Growth A | 4.33B | 8.53 | 4.65 | 9.06 | ||
Franklin Mutual Shares Z | 3.93B | 5.95 | 3.99 | 5.83 | ||
Franklin Mutual Shares A | 2.71B | 5.84 | 3.74 | 5.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 20.75 | 262.95 | -0.19% | |
ishares S&P 500 | US4642872000 | 16.28 | 536.73 | -0.13% | |
Schwab amental Intl Large Company | US8085247554 | 13.45 | 35.85 | -1.27% | |
Vanguard FTSE Developed Markets | US9219438580 | 9.38 | 50.55 | -1.23% | |
iShares S&P Midcap 400 | US4642875078 | 9.10 | 58.45 | -0.71% |
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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