Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class Ii (0P0000853M)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
15.640 +0.120    +0.77%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  ALPS
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 59.13M
Morningstar Aggressive Growth ETF Asset Allocation 15.640 +0.120 +0.77%

0P0000853M Overview

 
Find basic information about the Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class Ii 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 0P0000853M MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change13.2%
Prev. Close15.52
Risk Rating
TTM Yield1.34%
ROE25%
IssuerALPS
Turnover22%
ROA11.22%
Inception DateApr 30, 2007
Total Assets59.13M
Expenses0.78%
Min. InvestmentN/A
Market Cap100.39B
CategoryAllocation - - 85%+ Equity
What is your sentiment on Morningstar Aggressive Growth ETF Asset Allocation?
or
Vote to see community's results!

Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class Ii Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1184 1041 1249 1252 1612 2216
Fund Return 18.43% 4.15% 24.94% 7.79% 10.02% 8.28%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by ALPS

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar Aggressive Growth ETF 1 138.22M 18.70 8.05 8.55
  RiverFront Dynamic Equity Income Fi 42.56M 14.43 5.06 5.94
  ALPS Red Rocks Listed Private Equit 37.56M 23.45 5.63 10.02
  ALPS Kotak India Growth Fund Clai 35.05M 14.65 6.76 8.51
  RiverFront Dynamic Equity Income Fa 8.42M 14.16 4.80 5.69

Top Funds for Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Portfolio A 12.53B 22.87 5.84 10.64
  JHVIT Strategic Equity Allocation T 7.07B 19.57 8.10 9.79
  JPMorgan Investor Growth A 4.63B 19.26 7.34 9.48
  Franklin Mutual Shares Z 3.96B 20.15 10.21 6.92
  Franklin Mutual Shares A 2.69B 19.88 9.95 6.65

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard Total Stock Market US9229087690 20.77 297.12 +1.06%
  ishares S&P 500 US4642872000 16.22 604.36 +1.12%
  Schwab amental Intl Large Company US8085247554 11.80 33.21 +0.36%
  Vanguard FTSE Developed Markets US9219438580 9.27 48.04 +0.40%
  iShares S&P 100 US4642871010 7.67 297.51 +1.34%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000853M Comments

Write your thoughts about Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class Ii
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email