Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
RBC Enterprise I 1% -1% -2% 0% 6% - 2015-06-30
Vanguard Consumer Staples Index Adm -1% -1% 9% 0% 10% - 2015-06-30
Vanguard Utilities Index Adm -6% -6% -3% -10% 9% - 2015-06-30
Vanguard Energy Index Adm -3% -2% -24% -4% 8% - 2015-06-30
SA US Core Market -1% 0% 6% 1% 5% - 2015-06-30
SA International Value -3% 1% -6% 5% 4% - 2015-06-30
Vanguard Materials Index Adm -3% 0% -2% 0% 8% - 2015-06-30
Vanguard Financials Index Adm 0% 1% 8% 0% 2% - 2015-06-30
Nuveen Tradewinds International Value I -2% 3% -3% 9% 4% - 2015-06-30
Nuveen Large Cap Growth Opps I 0% 1% 12% 6% 7% - 2015-06-30
Schroder Emerging Market Equity Inv -1% 0% -5% 2% 5% - 2015-06-30
Vanguard Consumer Discretionary Idx Adm 0% 1% 15% 6% 9% - 2015-06-30
Vanguard Information Technology Idx Adm -3% 0% 11% 1% 8% - 2015-06-30
Dunham High-Yield Bond N -1% 0% -2% 2% 5% - 2015-06-30
Dunham Large Cap Value N -2% 0% 0% 0% 6% - 2015-06-30
Dunham Emerging Markets Stock N -2% -1% -6% -1% 6% - 2015-06-30
Schroder US Small and Mid Cap Opps Inv 0% 1% 11% 6% 9% - 2015-06-30
SEI Market Growth Strategy A (SAAT) -1% 0% 1% 2% 5% - 2015-06-30
SEI Defensive Strategy A (SAAT) 0% 0% 0% 0% 2% - 2015-06-30
SEI Moderate Strategy A (SAAT) -1% 0% 2% 1% 4% - 2015-06-30
SEI Core Market Strategy A (SAAT) -1% 0% 0% 1% 5% - 2015-06-30
Nuveen Mid Cap Growth Opps I 0% 0% 10% 6% 11% - 2015-06-30
Dunham Real Estate Stock N -4% -10% 4% -6% 6% - 2015-06-30
Dunham Small Cap Value N 0% -2% 1% 0% 5% - 2015-06-30
Dunham Small Cap Growth N 2% 5% 13% 12% 9% - 2015-06-30
SA International Small Company -1% 4% -5% 8% 7% - 2015-06-30
SA US Value -1% 1% 2% 1% 5% - 2015-06-30
QS Batterymarch Global Eq I -2% 0% 9% 5% 8% - 2015-06-30
Schroder North American Equity Inv -1% 0% 6% 0% 8% - 2015-06-30
Dunham Corporate/Government Bond N -1% 0% 0% 1% 4% - 2015-06-30

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