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Trending ETFs

Growth/Balanced Allocation

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Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 3/15/24
Vanguard LifeStrategy Growth Fund

VASGX | Fund | Investor

$43.11

-0.35%

$18.58 B

2.72%

$1.17

20.94%

4.19%

8.47%

7.63%

0.14%

Fidelity Multi-Asset Index Fund

FFNOX | Fund | Other

$56.72

-0.39%

$7.25 B

3.87%

$2.19

21.66%

4.77%

9.12%

8.16%

0.13%

$20.31

-0.49%

$2.70 B

0.00%

$0.00

26.81%

6.57%

9.40%

8.21%

0.78%

$19.68

-0.51%

$2.70 B

2.46%

$0.48

26.93%

6.69%

9.52%

8.32%

0.68%

Tri-Continental Corp

XTYCX | Fund | Other

$34.12

-0.38%

$1.83 B

0.00%

-

17.74%

-1.41%

3.13%

6.22%

0.46%

$11.94

-0.25%

$1.05 B

1.77%

$0.21

18.50%

-

-

-

1.04%

$16.73

-0.65%

$885.13 M

1.85%

$0.31

22.69%

5.12%

10.06%

8.05%

0.28%

$16.74

-0.59%

$885.13 M

1.86%

$0.31

22.78%

5.16%

10.09%

-

0.12%

$16.20

-0.61%

$885.13 M

1.51%

$0.24

22.12%

4.62%

9.53%

7.50%

0.80%

$16.33

-0.61%

$885.13 M

1.58%

$0.26

22.37%

4.78%

9.49%

7.58%

0.47%

$15.70

-0.63%

$885.13 M

0.95%

$0.15

21.41%

4.00%

8.67%

6.77%

1.23%

$25.63

-0.27%

$839.30 M

1.96%

$0.50

20.12%

4.86%

8.37%

7.33%

0.50%

ONE CHOICE PORTFOLIO: AGGRESSIVE

AOGIX | Fund | Investor

$15.39

-0.32%

$833.77 M

2.03%

$0.31

18.36%

3.01%

8.24%

7.25%

0.93%

$24.38

-0.77%

$732.63 M

0.00%

-

15.16%

-7.20%

1.47%

4.52%

1.22%

Aggressive Growth Lifestyle Fund

VLAGX | Fund | Other

$10.28

-0.39%

$620.36 M

0.00%

-

18.57%

3.34%

3.78%

1.30%

0.78%

$60.86

-0.43%

$567.58 M

1.31%

$0.80

16.54%

6.27%

8.39%

8.54%

0.83%

BRUCE FUND

BRUFX | Fund | Other

$508.96

+0.17%

$449.42 M

3.10%

$15.79

4.89%

0.77%

6.20%

6.18%

0.72%

$29.77

-0.96%

$409.86 M

0.00%

-

52.91%

11.17%

14.22%

10.52%

0.78%

$14.41

-0.21%

$345.79 M

1.88%

$0.27

19.66%

4.78%

7.46%

5.74%

1.31%

$15.03

-0.27%

$337.65 M

0.00%

-

21.48%

-

-

-

0.04%

LMP Capital and Income Fund Inc

XSCDX | Fund | Other

$16.08

-0.31%

$278.04 M

0.00%

-

16.69%

3.92%

2.73%

2.98%

1.65%

$11.77

-0.25%

$246.30 M

0.00%

-

19.99%

4.05%

7.32%

3.32%

0.87%

Boston Trust Walden Balanced Fund

WSBFX | Fund | Other

$22.22

-0.58%

$156.36 M

1.14%

$0.25

14.07%

4.85%

7.65%

7.69%

1.00%

Villere Balanced Fund

VILLX | Fund | Investor

$20.46

-0.39%

$124.92 M

0.62%

$0.13

14.04%

-1.50%

3.44%

3.19%

1.04%

$24.96

+0.11%

$94.87 M

4.25%

$1.06

29.14%

6.22%

6.84%

4.51%

1.06%

$18.15

-0.33%

$93.53 M

0.13%

$0.02

17.78%

2.30%

7.43%

6.55%

0.94%

$10.90

-0.27%

$89.88 M

1.69%

$0.18

1.56%

-1.45%

1.48%

2.51%

0.83%

$26.37

+0.23%

$82.19 M

1.93%

$0.51

21.17%

4.21%

-

-

0.81%

$12.65

+0.43%

$65.13 M

10.20%

$1.29

23.18%

5.11%

3.30%

-

1.99%

$11.30

-0.35%

$59.99 M

1.82%

$0.21

16.06%

1.97%

5.24%

5.80%

0.71%

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