Funds performance table by strategy

help icon
fund name 1 mthsort icon 3 mth 12 mth ytd Inception Net assets Return Date
Henderson Inds of the Future I Inc 0% -8% -11% 0% 5% 80M 2012-06-30
Wells Fargo Adv Util & High Income 0% 0% 5% 0% 8% - 2015-03-31
JPMorgan Investor Growth Select 0% 2% 9% 2% 7% - 2015-03-31
RBC Regent Strat Global Strat Eq C 0% 4% 7% 4% 4% 56M 2015-03-31
Oppenheimer Champion Income Y 0% 0% -3% 5% -17% - 2012-05-31
RidgeWorth Agrsv Gr Allc Strat I 0% 2% 7% 2% 5% - 2015-03-31
MainStay Common Stock I 0% 1% 13% 1% 7% - 2015-03-31
Pareturn Acropole Absolute 1-3 I EUR 0% 0% 0% 0% 7% 6M 2011-11-30
MFS® Global Bond I 0% -1% -5% -1% 1% - 2015-03-31
BlackRock LifePath® 2040 Instl 0% 2% 6% 2% 7% - 2015-03-31
PIMCO Real Return P 0% 1% 2% 1% 4% - 2015-03-31
Saratoga Financial Services I 0% -3% 4% -3% 2% - 2015-03-31
Fidelity AW USD Bond B 0% -1% 2% 0% 3% 12M 2013-01-31
Prudential Jennison 20/20 Focus Z 0% 3% 9% 3% 8% - 2015-03-31
Hartford Equity Income Y 0% 0% 7% 0% 9% - 2015-03-31
Fidelity Advisor® Strategic Real Ret I 0% 0% -2% 0% 3% - 2015-03-31
ETFS Daily Short Wheat ETC 0% 12% 34% 12% 9% 1M 2015-03-31
HSBC GIF Chinese Equity Z Inc 0% 9% 20% 5% 17% 2918M 2011-05-31
Nuveen Inflation Protected Muni Bd I 0% 0% 2% 0% 4% - 2015-03-31
Mackenzie Ivy Glbl Balanced J 0% 8% 15% 8% 12% 485M 2015-03-31
Structura European HY Bond I10 EUR Dis 0% 0% 0% 0% 0% - 2011-05-31
Harris Associates Glbl Eq Fd HS/A EUR 0% 1% 2% 1% 13% 1112M 2015-03-31
Belair Lux SustainableAlternatvs SRI EUR 0% 0% -7% -7% 0% - 2011-12-31
UFF Liberty I 0% -10% -2% -11% -7% - 2011-09-30
PowerShares S&P Intl Dev Hi Beta ETF 0% 7% -4% 7% 7% - 2015-03-31
GLG Emerging Markets Credit Oppor B 0% 0% 1% 0% 7% - 2013-01-31
JPMorgan Diversified Real Return Sel 0% 0% 0% 0% 0% - 2015-03-31
AXA WF Universal Infl Bds I-C CHF 0% 0% -4% 0% 0% 194M 2015-03-31
JHancock Retirement Choices at 2045 R6 0% 2% 7% 2% 12% - 2015-03-31
JHancock Retirement Choices at 2040 R6 0% 2% 6% 2% 12% - 2015-03-31

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