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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1058 | 1206 | 1218 | 1665 | 2825 |
Fund Return | 8.53% | 5.82% | 20.64% | 6.79% | 10.74% | 10.94% |
Place in category | 5 | 5 | 4 | 5 | 3 | 1 |
% in Category | 15 | 15 | 13 | 20 | 10 | 1 |
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% | |
---|---|---|---|---|---|---|
Vanguard International Shares Index | 8.09B | 6.53 | 6.08 | 10.02 | ||
MFS Fully Hedged Global Equity Tru | 6.39B | 1.92 | 1.25 | 8.63 | ||
Arrowstreet Global Equity Fund Hedg | 5.43B | 9.47 | 7.77 | 11.69 | ||
Walter Scott Global Equity Fund Hed | 4.67B | 4.14 | 4.77 | 10.17 | ||
BlackRock Indexed Hedged Internatio | 3.33B | 6.56 | 6.19 | 10.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.60 | 420.21 | -0.19% | |
Apple | US0378331005 | 5.82 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 4.01 | 924.79 | -1.99% | |
Meta Platforms | US30303M1027 | 3.51 | 471.91 | -0.28% | |
Wells Fargo&Co | US9497461015 | 2.52 | 61.12 | +0.10% |
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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