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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1121 | 1090 | 1114 | 1304 | 1652 |
Fund Return | 0.15% | 12.14% | 9.01% | 3.65% | 5.45% | 5.15% |
Place in category | 459 | 348 | 337 | 331 | 551 | 393 |
% in Category | 59 | 39 | 44 | 48 | 83 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 129M | -0.36 | 6.44 | 7.58 | ||
Morningstar Aggressive Growth ETF 2 | 59.34M | -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 | 36.98M | 0.91 | 5.65 | 8.06 | ||
ALPS Kotak India Growth Fund Clai | 34.86M | 1.45 | 9.72 | 12.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.02B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.44B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced | 42.26B | 7.54 | 5.06 | 9.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RiverFront Dynamic US Dividend Advantage | US00162Q5282 | 18.60 | 52.97 | +0.10% | |
First Trust RiverFront Dynamic DM | US33739P6088 | 14.00 | 63.56 | +0.24% | |
JPMorgan Equity Premium Income ETF | - | 10.36 | - | - | |
Vanguard Long-Term Corporate Bond | US92206C8139 | 9.31 | 76.21 | -0.78% | |
ishares S&P 500 | US4642872000 | 6.52 | 547.88 | -0.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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