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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
VANGUARD WELLINGTON FUND
VWELX | Fund
$39.77
+0.03%
$106.71 B
2.29%
$0.91
17.34%
12.79%
10.33%
9.69%
0.25%
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund
$8.75
-0.68%
$66.58 B
3.79%
$0.33
0.72%
-4.02%
-
-
0.44%
VANGUARD WELLESLEY INCOME FUND
VWINX | Fund
$23.92
+0.13%
$55.56 B
3.40%
$0.82
10.21%
5.60%
6.37%
6.26%
0.23%
T. Rowe Price Capital Appreciation Fund
PRWCX | Fund
$32.89
0.00%
$52.84 B
1.42%
$0.47
23.92%
18.68%
15.00%
12.98%
0.74%
VANGUARD BALANCED INDEX FUND
VBINX | Fund
$41.87
0.00%
$50.91 B
2.04%
$0.86
11.61%
5.92%
6.86%
7.80%
0.18%
Strategic Advisers Core Income Fund
FPCIX | Fund
$8.74
-0.79%
$49.87 B
4.12%
$0.36
0.44%
-4.66%
0.59%
1.61%
0.56%
AMERICAN FUNDS GLOBAL BALANCED FUND
GFBLX | Fund
$33.45
-1.04%
$26.25 B
2.58%
$0.87
12.72%
4.67%
4.73%
-
0.48%
Janus Henderson Balanced Fund
JBALX | Fund
$39.46
+0.08%
$24.06 B
2.03%
$0.80
10.98%
6.65%
7.95%
8.79%
0.66%
$16.98
-1.11%
$21.85 B
0.42%
$0.07
8.30%
6.89%
8.64%
6.50%
1.12%
$14.68
-1.14%
$21.85 B
0.00%
$0.00
7.47%
7.65%
8.22%
5.91%
1.90%
$17.13
-1.15%
$21.85 B
1.12%
$0.19
8.66%
7.31%
8.80%
-
0.78%
$17.14
-1.10%
$21.85 B
0.94%
$0.16
8.56%
7.21%
8.71%
6.69%
0.86%
$15.83
-1.12%
$21.85 B
0.00%
$0.00
7.91%
8.21%
9.13%
6.58%
1.47%
$9.48
-0.84%
$15.95 B
6.27%
$0.60
8.94%
4.88%
4.96%
4.76%
0.88%
$9.49
-0.84%
$15.95 B
6.58%
$0.63
9.27%
5.28%
5.24%
-
0.58%
$9.49
-0.84%
$15.95 B
6.53%
$0.62
9.78%
5.39%
5.57%
5.18%
0.65%
$9.47
-0.84%
$15.95 B
5.50%
$0.53
8.42%
3.72%
3.84%
3.80%
1.65%
Calamos Market Neutral Income Fund
CVSIX | Fund
$14.74
-0.20%
$14.22 B
1.74%
$0.26
9.01%
3.02%
3.32%
3.44%
1.18%
Dodge & Cox Balanced Fund
DODBX | Fund
$97.42
-0.99%
$13.95 B
3.37%
$3.32
21.31%
18.69%
12.38%
10.96%
0.52%
THE HARTFORD BALANCED INCOME FUND
HBLYX | Fund
$13.80
-1.22%
$13.75 B
3.18%
$0.44
7.34%
4.99%
5.23%
6.02%
0.65%
Strategic Advisers Municipal Bond Fund
FSMUX | Fund
$8.52
-0.70%
$13.62 B
3.69%
$0.32
3.50%
-
-
-
0.50%
Fidelity Advisor Strategic Income Fund
FSIAX | Fund
$10.72
-0.65%
$13.08 B
4.00%
$0.43
4.76%
-0.18%
1.92%
2.83%
0.97%
Federated Hermes Total Return Bond Fund
FTRBX | Fund
$9.13
-0.76%
$12.83 B
3.99%
$0.37
-0.44%
-3.68%
0.99%
1.85%
0.47%
INVESCO EQUITY AND INCOME FUND
ACEIX | Fund
$9.95
-0.90%
$12.05 B
1.88%
$0.19
14.93%
16.49%
9.04%
8.20%
0.79%
$15.20
0.00%
$10.40 B
3.21%
$0.49
11.37%
4.55%
5.10%
6.23%
0.16%
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