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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1028 | 1017 | 1418 | 1414 | 2703 |
Fund Return | 5.36% | 2.83% | 1.72% | 12.35% | 7.18% | 10.45% |
Place in category | 45 | 38 | 18 | 10 | 11 | 4 |
% in Category | 81 | 68 | 27 | 11 | 16 | 3 |
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 | 6.09 | 425.34 | +1.22% | |
Merck&Co | US58933Y1055 | 2.51 | 130.99 | -0.15% | |
Apple | US0378331005 | 2.48 | 191.09 | +0.64% | |
TotalEnergies SE | FR0000120271 | 2.34 | 67.00 | +0.07% | |
Oracle | US68389X1054 | 1.86 | 124.52 | +0.83% |
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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