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Retirement Advocate Aggressive Fund (0P0000WH99)

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38.710 +1.620 +4.37%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 233.72M

Type: Fund

Market: United States

Issuer: TD Ameritrade Trust Company

Asset Class: Equity

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0P0000WH99 Overview

Find basic information about the Retirement Advocate Aggressive Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000WH99 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change25.66%

Prev. Close37.089

Risk Rating

TTM YieldN/A

ROE23.29%

IssuerTD Ameritrade Trust Company

Turnover48.62%

ROA9.80%

Inception DateSep 30, 2011

Total Assets233.72M

Expenses0.50%

Min. InvestmentN/A

Market Cap74.91B

CategoryAllocation - - 85%+ Equity

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Retirement Advocate Aggressive Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1190	1042	1257	1219	1645	2281
Fund Return	18.98%	4.17%	25.66%	6.83%	10.46%	8.59%
Place in category	-	-	-	-	-	-
% in Category	43	61	44	30	33	48

Top Equity Funds by Matrix Trust Company

Name	Total Assets	YTD%	3Y%	10Y%
Retirement Advocate Moderate Fund	232.65M	13.63	4.39	6.37
TDA Managed Retirement Growth Clas1	84.47M	13.21	5.30	8.64
TDA Managed Retirement Growth Clas2	84.47M	12.95	5.04	8.36
TDA Managed Retirement Balanced Cl1	75.54M	10.79	4.83	7.30
TDA Managed Retirement Balanced Cl2	75.54M	10.54	4.57	7.03

Top Funds for Allocation--85%+ Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Portfolio A	12.67B	22.87	5.84	10.64
JHVIT Strategic Equity Allocation T	7.27B	19.57	8.10	9.79
JPMorgan Investor Growth A	4.72B	19.26	7.34	9.48
Franklin Mutual Shares Z	4.16B	20.15	10.21	6.92
Franklin Mutual Shares A	2.79B	19.88	9.95	6.65

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fidelity 500 Index	-	38.01	-	-
Fidelity Mid Cap Index	-	12.50	-	-
WCM Focused International Growth Instl	-	11.39	-	-
Dodge & Cox International Stock X	-	10.94	-	-
Principal US REIT Fund Tr-II	-	5.87	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Retirement Advoca.	38.710	+1.620	+4.37%