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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1075 | 1105 | 1158 | 1531 | 3191 |
Fund Return | 13.04% | 7.55% | 10.54% | 5.01% | 8.89% | 12.3% |
Place in category | 17 | 27 | 27 | 22 | 16 | 6 |
% in Category | 52 | 74 | 82 | 81 | 69 | 28 |
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 | 746.13M | 2.08 | 2.55 | 5.75 | ||
OA Frontier PS Vanguard Growth Inde | 569.31M | 3.07 | 4.19 | 6.69 | ||
OA Frontier PS Vanguard Balanced In | 563.36M | 1.85 | 2.14 | 5.19 | ||
OA Frontier PS Vanguard High Growth | 325.94M | 4.60 | 6.26 | 8.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Global Equity Fund | 5.69B | 12.29 | 3.56 | 13.73 | ||
Walter Scott Global Equity Fund | 4.67B | 7.49 | 9.85 | 12.87 | ||
AU60ETL73771 | 2.45B | 19.72 | 19.44 | - | ||
Franklin Global Growth Fund I class | 951.01M | -1.52 | 2.18 | 13.27 | ||
Franklin Global Growth Fund W Clas | 951.01M | -1.57 | 2.03 | 13.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.46 | 429.07 | +0.88% | |
Apple | US0378331005 | 2.96 | 192.54 | +0.79% | |
Roper Technologies | US7766961061 | 1.92 | 539.00 | -1.35% | |
Amazon.com | US0231351067 | 1.92 | 181.56 | -1.08% | |
Fiserv | US3377381088 | 1.74 | 152.19 | +0.56% |
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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