Skip to content
WealthTicker
Tax & goals · All screens

One-fund aggressive hybrid

Equity-tilted hybrids above 12% over 3Y — a single-fund core holding.

Funds matching
4
Best 3Y CAGR
+16.01%
Ranked by
3Y CAGR

What this screen looks for

  • Sub-category is aggressive hybrid
  • 3Y CAGR above 12%
  • Plan is Direct
sub category = aggressive hybrid AND 3y cagr > 12% AND plan = Direct

More tax & goals screens