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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 2/23/24
Vanguard LifeStrategy Growth Fund

VASGX | Fund | Investor

$42.78

+0.12%

$18.58 B

2.74%

$1.17

18.47%

3.65%

8.57%

7.62%

0.14%

Fidelity Multi-Asset Index Fund

FFNOX | Fund | Other

$56.24

+0.14%

$7.25 B

3.90%

$2.19

18.83%

4.99%

9.17%

8.13%

0.13%

$20.05

+0.10%

$2.70 B

0.00%

$0.00

23.07%

6.49%

9.25%

8.19%

0.78%

$19.43

+0.10%

$2.70 B

2.49%

$0.48

23.19%

6.61%

9.36%

8.30%

0.68%

Tri-Continental Corp

XTYCX | Fund | Other

$33.96

+0.09%

$1.83 B

0.00%

-

12.45%

-1.59%

3.19%

6.31%

0.46%

$11.83

+0.17%

$1.05 B

1.79%

$0.21

14.62%

-

-

-

1.04%

$16.62

+0.12%

$885.13 M

1.86%

$0.31

19.20%

5.19%

10.10%

8.05%

0.28%

$16.63

+0.18%

$885.13 M

1.88%

$0.31

19.21%

5.23%

10.13%

-

0.12%

$16.22

+0.12%

$885.13 M

1.60%

$0.26

18.80%

4.83%

9.52%

7.57%

0.47%

$15.61

+0.13%

$885.13 M

0.96%

$0.15

17.98%

4.09%

8.70%

6.78%

1.23%

$16.10

+0.19%

$885.13 M

1.52%

$0.24

18.61%

4.69%

9.56%

7.51%

0.80%

$25.42

+0.12%

$839.30 M

1.97%

$0.50

16.51%

4.64%

8.31%

7.32%

0.50%

ONE CHOICE PORTFOLIO: AGGRESSIVE

AOGIX | Fund | Investor

$15.27

+0.13%

$833.77 M

2.05%

$0.31

14.42%

3.05%

8.29%

7.26%

0.93%

$24.68

+0.04%

$732.63 M

0.00%

-

12.95%

-8.71%

1.91%

4.73%

1.22%

Aggressive Growth Lifestyle Fund

VLAGX | Fund | Other

$10.40

+0.19%

$620.36 M

0.00%

-

17.72%

4.40%

4.17%

1.51%

0.78%

$60.78

+0.25%

$567.58 M

1.31%

$0.80

16.01%

6.96%

8.82%

8.63%

0.83%

BRUCE FUND

BRUFX | Fund | Other

$507.48

+0.05%

$449.42 M

3.11%

$15.79

1.55%

1.08%

6.45%

6.24%

0.72%

$29.08

-1.05%

$409.86 M

0.00%

-

47.71%

10.12%

13.87%

10.41%

0.78%

$14.26

+0.21%

$345.79 M

1.90%

$0.27

15.50%

4.27%

7.35%

5.63%

1.31%

$14.86

+0.13%

$337.65 M

0.00%

-

16.37%

-

-

-

0.04%

LMP Capital and Income Fund Inc

XSCDX | Fund | Other

$15.99

-0.06%

$278.04 M

0.00%

-

11.20%

3.77%

2.94%

3.04%

1.65%

$11.67

+0.17%

$224.71 M

0.00%

-

15.36%

4.42%

7.32%

3.31%

0.87%

Boston Trust Walden Balanced Fund

WSBFX | Fund | Other

$22.17

+0.27%

$156.36 M

1.14%

$0.25

13.55%

5.36%

7.88%

7.78%

1.00%

Villere Balanced Fund

VILLX | Fund | Investor

$20.41

+0.29%

$124.92 M

0.62%

$0.13

8.86%

-0.87%

3.12%

3.17%

1.04%

$24.27

+0.12%

$94.87 M

4.37%

$1.06

12.87%

6.88%

5.96%

4.19%

1.06%

$18.05

+0.11%

$93.53 M

0.15%

$0.03

14.77%

2.72%

7.42%

6.58%

0.94%

$25.95

+0.38%

$82.19 M

1.96%

$0.51

15.31%

3.55%

-

-

0.81%

$11.20

+0.18%

$59.99 M

1.83%

$0.21

14.00%

1.81%

5.31%

5.80%

0.71%

$10.80

+0.09%

$59.99 M

1.13%

$0.12

12.99%

1.05%

4.50%

5.00%

1.46%

$12.68

+0.32%

$57.02 M

10.17%

$1.29

10.73%

5.58%

3.06%

-

1.99%

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