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Retirement Advocate Moderate Fund (0P0000WH9C)

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26.541 +0.820 +3.19%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 232.65M

Type: Fund

Market: United States

Issuer: TD Ameritrade Trust Company

Asset Class: Equity

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0P0000WH9C Overview

Find basic information about the Retirement Advocate Moderate 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 0P0000WH9C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change19.13%

Prev. Close25.721

Risk Rating

TTM YieldN/A

ROE23.07%

IssuerTD Ameritrade Trust Company

Turnover37.37%

ROA9.69%

Inception DateSep 30, 2011

Total Assets232.65M

Expenses0.45%

Min. InvestmentN/A

Market Cap73.95B

CategoryAllocation - - 50% to 70% Equity

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Retirement Advocate Moderate 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	1136	1028	1191	1137	1438	1855
Fund Return	13.63%	2.8%	19.13%	4.39%	7.54%	6.37%
Place in category	-	-	-	-	-	-
% in Category	55	62	52	56	53	62

Top Equity Funds by Matrix Trust Company

Name	Total Assets	YTD%	3Y%	10Y%
Retirement Advocate Aggressive Fund	233.72M	18.98	6.83	8.59
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--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.65B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	56.6B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Advisor Balanced I	42.26B	18.67	6.67	9.73

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fidelity 500 Index	-	24.93	-	-
IR+M Core Bond	-	20.30	-	-
IR+M Intermediate Collective Fund	-	10.21	-	-
Fidelity Mid Cap Index	-	7.93	-	-
WCM Focused International Growth Instl	-	7.32	-	-

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.	26.541	+0.820	+3.19%