Funds performance table by strategy

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fund name 1 mth 3 mth 12 mthsort icon ytd Inception Net assets Return Date
Guggenheim Raymond James SB-1 Equity ETF 4% 2% 25% 5% 9% - 2014-06-30
Blue Planet Int Financials Ord -2% 2% 25% 5% 31% - 2014-06-30
Oppenheimer Small & Mid Cap Value Y 3% 3% 25% 7% 7% - 2014-06-30
Wellington US Research Eq USD G Acc 2% 4% 25% 7% 9% 832M 2014-06-30
Waverton Global Equity Select GBP B Inc 2% 8% 25% 25% 3% 101M 2013-12-31
Vanguard Tax-Managed Capital App I 2% 5% 25% 7% 5% - 2014-06-30
Mainstay International Opportunities I 1% 3% 25% 4% 1% - 2014-06-30
JPM Europe Technology X (acc)-EUR 0% 2% 25% 17% 5% 159M 2013-08-31
SEI Tax-Managed Small/Mid Cap A (SIMT) 4% 3% 25% 5% 7% - 2014-06-30
Litman Gregory Masters Smlr Coms Instl 6% 3% 25% 7% 10% - 2014-06-30
db x-trackers MSCI India TRN Index 2C 3% 12% 25% 21% 15% 105M 2014-06-30
GMO US Flexible Equities III 1% 9% 25% 25% 19% - 2013-12-31
Commerzbank ETN 1x NDXXF Daily Long 2% 7% 25% 8% 21% - 2014-06-30
Old Mutual Maximum Return FoF C 2% 4% 25% 7% 25% 54M 2014-06-30
Counsel International Growth Series I 0% 2% 25% 8% 16% 167M 2014-06-30
First Trust Multi Cap Growth AlphaDEX 3% 3% 25% 4% 6% - 2014-06-30
SZITIC-Rrse Finch partner Special Trust 8% 15% 25% 10% 31% - 2010-10-31
Brandes Global Equity I 1% 5% 25% 8% 10% - 2014-06-30
Ofi MultiSelect US Equity I USD 3% 4% 25% 4% 8% - 2014-06-30
KBC Institut European Real Estate Inst 0% 7% 25% 15% 10% - 2014-06-30
Hotchkis & Wiley Global Value I 1% 3% 25% 6% 28% - 2014-06-30
DFA US Large Cap Equity Institutional 2% 5% 25% 7% 25% - 2014-06-30
Fidelity FAST US Fund I USD Acc 2% 5% 25% 8% 27% 491M 2014-06-30
Fidelity Australian Equities 2% 5% 25% 15% 13% - 2013-08-31
Nationwide Global Equity Institutional 2% 4% 25% 5% 6% - 2014-06-30
ClearBridge Large Cap Growth I 3% 4% 25% 5% 7% - 2014-06-30
RARE Infrastructure Value Unhedged 0% 9% 25% 16% 12% 4147M 2013-06-30
Oppenheimer Main Street I 2% 5% 25% 6% 21% - 2014-06-30
Marquis Equity Portfolio Series I 1% 1% 25% 5% 10% 152M 2014-06-30
Templeton Growth Euro I YDis $ 0% 2% 26% 5% 5% - 2014-06-30

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