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Cannabis and Japanese Equity Strategies Continue to Dominate
Shauvik Haldar
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Overall, the U.S. stock markets were slightly down for the rolling month. Several...
Overview
Returns
Income
Allocations
Fees
About
As of
9/22/23
American Funds Growth Portfolio
GWPDX | Fund
$20.13
-1.85%
$15.40 B
0.65%
$0.13
30.65%
11.81%
10.11%
-
0.38%
JPMorgan Investor Growth Fund
ONIFX | Fund
$21.93
-0.05%
$4.62 B
0.72%
$0.16
22.57%
13.34%
11.20%
10.75%
0.74%
Fidelity Asset Manager 85%
FAMRX | Fund
$22.39
-1.54%
$3.70 B
1.68%
$0.38
20.61%
10.05%
8.05%
8.16%
0.69%
Multimanager Lifestyle Aggressive Portfolio
JALAX | Fund
$12.92
-0.54%
$3.14 B
0.96%
$0.12
32.21%
17.43%
11.37%
9.99%
1.44%
MFS Aggressive Growth Allocation Fund
MIAGX | Fund
$26.92
-0.07%
$2.64 B
1.87%
$0.51
15.15%
8.26%
7.27%
8.45%
0.76%
Thrivent Aggressive Allocation Fund
TAAAX | Fund
$16.43
-0.12%
$2.25 B
0.65%
$0.11
14.84%
8.28%
6.97%
6.57%
1.36%
$18.77
-1.73%
$1.93 B
0.66%
$0.13
16.69%
10.05%
7.41%
8.17%
1.17%
PIMCO StocksPLUS Long Duration Fund
PSLDX | Fund
$13.97
+0.50%
$915.42 M
6.20%
$0.86
8.84%
-2.77%
8.15%
13.26%
1.71%
Transamerica Asset Allocation - Growth Portfolio
IAAAX | Fund
$12.67
-0.63%
$897.92 M
0.48%
$0.06
29.13%
14.61%
9.15%
8.99%
1.21%
FRANKLIN COREFOLIO ALLOCATION FUND
FTCOX | Fund
$19.22
-1.74%
$893.14 M
0.31%
$0.06
19.72%
11.65%
9.35%
9.71%
1.03%
Nationwide Investor Destinations Aggressive Fund
NDAAX | Fund
$8.97
-1.43%
$881.17 M
0.00%
$0.00
21.04%
11.89%
8.23%
8.33%
0.84%
Schwab MarketTrack All Equity Portfolio
SWEGX | Fund
$20.74
-0.62%
$821.37 M
1.44%
$0.30
25.14%
16.65%
9.22%
9.53%
0.51%
Invesco Select Risk: High Growth Investor Fund
OYAIX | Fund
$12.85
0.00%
$797.50 M
1.41%
$0.18
19.52%
15.86%
9.74%
8.81%
0.65%
Franklin Multi-Asset Growth Fund
SCHAX | Fund
$14.87
0.00%
$776.32 M
1.53%
$0.23
15.04%
13.80%
8.63%
7.94%
1.20%
$28.48
-0.73%
$645.30 M
0.50%
$0.14
18.66%
10.60%
8.00%
9.27%
1.69%
Allspring Spectrum Aggressive Growth Fund
WEACX | Fund
$17.57
-0.11%
$487.28 M
0.00%
-
15.84%
14.75%
10.75%
-
1.77%
Franklin Templeton Aggressive Model Portfolio
QLMABX | Fund
$12.18
0.00%
$486.79 M
0.00%
-
12.25%
-
-
-
0.90%
Multi-Index Lifestyle Aggressive Portfolio
JIIRX | Fund
$11.27
-0.53%
$467.12 M
1.43%
$0.16
16.38%
8.44%
7.63%
-
0.62%
Pro-Blend® Maximum Term Series
EXHAX | Fund
$21.84
-1.58%
$462.74 M
0.29%
$0.06
22.77%
11.62%
10.43%
9.34%
1.13%
VALUE LINE CAPITAL APPRECIATION FUND INC
VALIX | Fund
$9.30
-0.11%
$443.18 M
0.50%
$0.05
28.84%
9.88%
12.35%
11.49%
1.07%
MainStay Equity Allocation Fund
MGXIX | Fund
$14.45
-1.57%
$408.39 M
1.46%
$0.21
26.15%
17.39%
11.67%
9.98%
0.67%
ONE CHOICE PORTFOLIO: VERY AGGRESSIVE
AOVIX | Fund
$16.28
-0.55%
$342.15 M
1.24%
$0.20
17.63%
12.41%
9.40%
9.61%
1.04%
Calvert Growth Allocation Fund
CAAAX | Fund
$23.45
-0.51%
$332.71 M
1.24%
$0.29
17.30%
9.53%
8.67%
8.89%
0.94%
$11.15
-0.18%
$278.01 M
0.00%
$0.00
14.59%
8.55%
7.67%
7.92%
1.09%
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