Funds performance table by strategy

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fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Strategic Advisers® Core Multi-Mgr F 0% 1% 21% 1% 24% - 2014-03-31
MM S&P 500® Index R4 Load Waived 0% 1% 21% 1% 4% - 2014-03-31
Yuanta/P-shares MSCI Taiwan Fin ETF 2% 12% 21% 9% 2% 1902M 2014-08-31
Seligman TargETFund 2035 R5 3% 9% 21% 11% 1% - 2010-10-31
RiverPark/Wedgewood Institutional 3% 3% 21% 6% 18% - 2014-08-31
Wells Fargo Advantage Growth Opps I -4% -8% 21% 0% 7% - 2011-07-31
Vanguard Global Stock Idx Ins EUR 3% 6% 21% 11% 6% 4295M 2014-08-31
Lyxor ETF MSCI World D-EUR A/I 3% 6% 21% 11% 4% 1253M 2014-08-31
BGF Japan Small & MidCap Opps X2 JPY 0% 9% 21% 5% 26% 4295M 2014-08-31
SIM RAFI 40 Index B1 2% 5% 21% 5% 21% 73M 2014-03-31
Capital Incubator BCI WW Flexible FoF 0% 4% 21% 3% 20% 329M 2014-08-31
CS Custom Mkts HOLT Germany Eq I2C1 EUR 0% 6% 21% 24% 3% 5M 2012-11-30
ING (L) Invest Glbl Opps Z EUR Acc 3% 7% 21% 13% 15% 550M 2014-08-31
Counsel Growth Portfolio Series I 1% 2% 21% 9% 6% 341M 2014-08-31
BlackRock CA Municipal Income Common 1% 2% 21% 14% 7% - 2014-08-31
Allianz US Equity Dividend W USD 1% 4% 21% 9% 19% 6M 2014-08-31
QS Legg Mason Target Retirement 2050 I 2% 3% 21% 7% 7% - 2014-08-31
AQR Global Equity I 2% 2% 21% 6% 11% - 2014-08-31
MFS® Value I 2% 2% 21% 5% 10% - 2014-08-31
iShares MSCI World 2% 2% 21% 6% 17% - 2014-08-31
Vanguard FTSE All-World ETF 2% 2% 21% 7% 19% 551M 2014-08-31
Nordea-1 North American All Cap BI USD 2% 2% 21% 7% 0% 2932M 2014-08-31
Ellerston Australian Market Neutral 2% 7% 21% 13% 0% - 2014-08-31
UBAM Europe Equity I 1% 1% 21% 6% 2% 357M 2014-08-31
CRM Small/Mid Cap Value Inst 4% 4% 21% 5% 10% - 2014-08-31
AB Global Growth Trends (Euro) S1 2% 7% 21% 21% -2% 5M 2013-12-31
Investec UK Blue Chip I Inc Net 7% 7% 21% 5% 10% 167M 2014-02-28
iShares Core MSCI World 2% 2% 21% 6% 11% 1652M 2014-08-31
Amundi ETF MSCI EM Asia EUR A/I 2% 11% 21% 16% 5% 208M 2014-08-31
DB PWM II GIS US Eq B Acc 1% 4% 21% 6% 4% 115M 2014-08-31

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