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Retirement Advocate Aggressive Fund (0P0000WH99)

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36.802 +0.051 +0.14%

30/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 225.97M

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0P0000WH99 Overview

Find basic information about the Retirement Advocate Aggressive Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000WH99 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change5.37%

Prev. Close36.751

Risk Rating

TTM YieldN/A

ROE25.21%

IssuerN/A

Turnover14.53%

ROA10.67%

Inception DateSep 30, 2011

Total Assets225.97M

Expenses0.50%

Min. InvestmentN/A

Market Cap94.53B

CategoryGlobal Aggressive Allocation

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Retirement Advocate Aggressive Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 6

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	992	959	1100	1276	1801	2094
Fund Return	-0.75%	-4.08%	10.02%	8.46%	12.49%	7.67%
Place in category	-	-	-	-	-	-
% in Category	53	56	31	36	13	46

Top Equity Funds by Matrix Trust Company

Name	Total Assets	YTD%	3Y%	10Y%
Retirement Advocate Moderate Fund	224.78M	0.51	6.45	5.82
TDA Managed Retirement Growth Clas1	78.85M	-2.65	5.71	7.68
TDA Managed Retirement Growth Clas2	78.85M	-2.74	5.45	7.41
TDA Managed Retirement Balanced Cl1	72.9M	-1.36	5.44	6.60
TDA Managed Retirement Balanced Cl2	72.9M	-1.44	5.17	6.34

Top Funds for Global Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Investor Growth A	4.73B	-1.49	8.76	8.69
JHancock Multimanager Lifestyle Ag1	2.44B	-1.87	7.27	7.67
Fidelity Asset Manager 85%	2.21B	-0.76	7.63	8.02
MFS Aggressive Growth Allocation A	1.75B	0.10	7.35	8.44
Schwab MarketTrack All Equity	951.62M	-0.56	9.24	8.53

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fidelity 500 Index	-	45.69	-	-
Fidelity Mid Cap Index	-	13.02	-	-
WCM Focused International Growth Instl	-	11.09	-	-
Dodge & Cox International Stock X	-	10.79	-	-
Goldman Sachs Em Mkts Eq Insghts R6	-	3.54	-	-

Technical Summary

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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