News
Precious Metals Continue to Outshine Tech and Biotech Over the Rolling Month
Shauvik Haldar
|
Overall, major U.S. stock indices were down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
4/25/24
Vanguard LifeStrategy Growth Fund
VASGX | Fund | Investor
$42.71
-0.05%
$20.69 B
2.74%
$1.17
15.48%
2.44%
7.85%
7.54%
0.14%
Fidelity Multi-Asset Index Fund
FFNOX | Fund | Other
$54.87
-0.45%
$8.04 B
3.98%
$2.19
13.39%
1.92%
7.93%
7.83%
0.13%
Putnam Asset Allocation Funds - Putnam Dynamic Ass Allocatn Grth Fd USD Cls R5
PADEX | Fund | Other
$20.23
-0.05%
$2.70 B
1.65%
$0.33
21.97%
4.84%
8.92%
8.22%
0.78%
Putnam Asset Allocation Funds - Putnam Dynamic Ass Allocatn Grth Fd USD Cls R6
PAEEX | Fund | Other
$19.61
-0.05%
$2.70 B
2.47%
$0.48
22.11%
4.97%
9.04%
8.34%
0.68%
Tri-Continental Corp
XTYCX | Fund | Other
$34.00
-0.06%
$1.83 B
0.00%
-
13.79%
-3.08%
2.54%
6.11%
0.46%
Schwab MarketTrack Growth Portfolio
SWHGX | Fund | Other
$25.38
-0.04%
$918.79 M
1.97%
$0.50
15.47%
3.15%
7.68%
7.34%
0.50%
ONE CHOICE PORTFOLIO: AGGRESSIVE
AOGIX | Fund | Investor
$15.20
-0.33%
$892.00 M
2.05%
$0.31
12.98%
1.05%
7.37%
7.27%
0.93%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INST
BIAPX | Fund | Other
$16.48
-0.36%
$885.13 M
4.13%
$0.68
16.83%
3.04%
9.15%
8.13%
0.28%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INV - A
BAAPX | Fund | Other
$16.07
-0.37%
$885.13 M
3.92%
$0.63
16.39%
2.68%
8.56%
7.65%
0.47%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls R
BRAPX | Fund | Other
$15.94
-0.38%
$885.13 M
3.86%
$0.62
16.28%
2.53%
8.60%
7.58%
0.80%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls K
BKAPX | Fund | Other
$16.48
-0.36%
$885.13 M
4.14%
$0.69
16.84%
3.05%
9.17%
-
0.12%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INV - C
BCAPX | Fund | Other
$15.44
-0.39%
$885.13 M
3.37%
$0.52
15.60%
1.94%
7.76%
6.85%
1.23%
Virtus Equity & Convertible Income Fund of Beneficial Interest Virtus Equity & Convertible Income Fund
XNIEX | Fund | Other
$24.29
-0.16%
$732.63 M
0.00%
-
11.52%
-9.21%
0.70%
4.40%
1.22%
Aggressive Growth Lifestyle Fund
VLAGX | Fund | Other
$10.17
-0.10%
$691.48 M
2.14%
$0.22
15.50%
2.32%
3.56%
1.58%
0.78%
Boston Trust Asset Management Fund
BTBFX | Fund | Other
$59.88
-0.56%
$578.91 M
1.32%
$0.80
10.69%
3.85%
7.43%
8.36%
0.83%
The Disciplined Growth Investors Fund
DGIFX | Fund | Other
$28.70
+0.49%
$537.43 M
0.96%
$0.27
48.01%
8.75%
12.73%
10.43%
0.78%
Victory Cornerstone Aggressive Fund (Formerly USAA Cornerstone Aggressive Fund)
UCAGX | Fund | Other
$14.31
-0.07%
$379.47 M
1.89%
$0.27
14.54%
3.09%
6.96%
5.66%
1.31%
MoA Funds - MoA Aggressive Allocation Fund USD
MAANX | Fund | Other
$14.91
-0.07%
$337.65 M
2.48%
$0.37
16.18%
-
-
-
0.04%
LMP Capital and Income Fund Inc
XSCDX | Fund | Other
$15.85
+0.13%
$278.04 M
0.00%
-
12.41%
2.04%
1.73%
2.72%
1.65%
Morningstar Growth ETF Asset Allocation Portfolio
GETFX | Fund | Other
$11.64
-0.34%
$246.30 M
1.73%
$0.20
14.63%
2.47%
6.73%
3.23%
0.88%
Boston Trust Walden Balanced Fund
WSBFX | Fund | Other
$21.92
0.00%
$164.58 M
1.15%
$0.25
8.95%
2.60%
6.90%
7.55%
1.00%
Villere Balanced Fund
VILLX | Fund | Investor
$19.99
+0.10%
$130.03 M
0.64%
$0.13
7.53%
-3.42%
2.60%
2.93%
1.04%
Invesco Zacks Multi-Asset Income ETF
CVY | ETF |
$25.25
+0.21%
$115.65 M
3.54%
$0.89
25.00%
6.16%
6.95%
4.49%
1.06%
Praxis Genesis Growth Portfolio
MGAFX | Fund | A
$17.95
-0.11%
$106.39 M
0.15%
$0.03
13.16%
0.68%
6.77%
6.52%
0.94%
Inspire Tactical Balanced ETF
RISN | Active ETF
$25.75
-0.14%
$92.12 M
1.17%
$0.30
17.81%
1.55%
-
-
0.79%
Managed Volatility Growth Portfolio
JELGX | Fund | Other
$10.74
-0.46%
$89.88 M
1.71%
$0.18
-1.27%
-3.07%
0.85%
2.52%
0.83%
GraniteShares HIPS US High Income ETF
HIPS | ETF |
$12.75
+0.17%
$67.78 M
10.12%
$1.29
20.79%
4.21%
3.09%
-
1.99%
Madison Funds - Madison Agrsiv Allctn Fd USD Cls A
MAGSX | Fund | Other
$11.21
-0.09%
$59.99 M
1.83%
$0.21
11.43%
0.49%
4.56%
5.74%
0.71%
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