Funds performance table by strategy

help icon
fund name 1 mth 3 mthsort icon 12 mth ytd Inception Net assets Return Date
State Street Equity 500 Index R 3% 4% 24% 9% 7% - 2014-08-31
Vantagepoint Mid/Small Company Index I 4% 4% 21% 5% 8% - 2014-08-31
KBC Bonds High Interest I 2% 4% -2% 4% 4% 1293M 2014-05-31
db x-trackers MSCI EM Cnsmr Staples 1C 2% 4% 11% 5% 6% 15M 2014-08-31
Artisan Value Institutional 3% 4% 21% 12% 14% - 2014-08-31
Wilmington Large Cap Value Instl 2% 4% 18% 4% 6% - 2014-05-31
LO Funds - Commo. Risk Parity (USD) I A 4% 4% -2% 3% -7% 175M 2014-02-28
KDB S&P Global Clean Energy Feeder Eq C2 2% 4% 26% 12% -12% 3237M 2014-08-31
Crown Managed Futures Class G (CHF) 5% 4% 12% 5% 0% 616M 2014-08-31
iShares MSCI USA Value Factor 3% 4% 24% 9% 22% - 2014-08-31
Oasis Crescent Intl Property Equity FF C 0% 4% 25% 14% 23% 485M 2014-08-31
Blue Edge Dynamic Style Allocation GBP B 1% 4% 3% 4% 0% - 2013-03-31
PowerShares Emerging Markets Infras ETF 0% 4% 10% 3% 11% - 2014-08-31
db x-trackers MSCI USA (SA) 3% 4% 27% 10% 11% 22M 2014-08-31
iShares Russell 1000 Value 3% 4% 24% 10% 6% - 2014-08-31
Nomura TOPIX Banks ETF -2% 4% 7% -10% 0% 4295M 2014-08-31
AllianzGI Focused Growth P 4% 4% 29% 8% 10% - 2014-08-31
SEI S&P 500 Index I (SIMT) 3% 4% 24% 9% 7% - 2014-08-31
Eurizon EasyFund Eq Cnsmr Discret LTE I 3% 4% 14% 3% 7% 23M 2014-08-31
JPMorgan US Small Company Instl 5% 4% 20% 4% 8% - 2014-08-31
Danske Invest Global Emerging Markets I 1% 4% 19% 11% 9% 1223M 2014-08-31
JB EF Gl Emerging Mkts-USD C 1% 4% 10% 0% 0% 28M 2014-08-31
TD Diversified Monthly Income - I 1% 4% 18% 11% 6% 613M 2014-08-31
SSgA US Index Equity Fund I USD 3% 4% 24% 9% 7% 2039M 2014-08-31
FCM Real Estate Fund I 2% 4% 12% 10% 6% 26M 2014-08-31
Vanguard Small-Cap Value ETF 5% 4% 25% 8% 9% - 2014-08-31
db x-trackers S&P 500 Shariah 1C 3% 4% 25% 9% 8% 10M 2014-08-31
ComStage S&P 500 ETF 3% 4% 24% 9% 15% 96M 2014-08-31
Janus Triton I 4% 4% 19% 2% 22% - 2014-08-31
Fidelity Advisor® Stock Selec Lg Cp ValI 3% 4% 23% 11% 3% - 2014-08-31

All our data is licensed from Morningstar UK Ltd. Important legal information