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Silver and Gold Spearhead Robust Investment Returns
Shauvik Haldar
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Overall, major U.S. stock indices went down for the rolling month. Precious metal...
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
4/24/24
Putnam Asset Allocation Funds - Putnam Dynamic Ass Allocatn Grth Fd USD Cls R5
PADEX | Fund | Other
$20.24
+1.00%
$2.70 B
1.65%
$0.33
20.74%
4.85%
8.87%
8.15%
0.78%
Putnam Asset Allocation Funds - Putnam Dynamic Ass Allocatn Grth Fd USD Cls R6
PAEEX | Fund | Other
$19.62
+1.03%
$2.70 B
2.47%
$0.48
20.87%
4.99%
9.00%
8.26%
0.68%
Tri-Continental Corp
XTYCX | Fund | Other
$34.02
+0.95%
$1.83 B
0.00%
-
12.31%
-3.06%
2.53%
6.06%
0.46%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INST
BIAPX | Fund | Other
$16.54
-0.06%
$885.13 M
4.12%
$0.68
16.93%
3.26%
9.33%
8.17%
0.28%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls K
BKAPX | Fund | Other
$16.54
-0.12%
$885.13 M
4.14%
$0.69
16.95%
3.28%
9.35%
-
0.12%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INV - C
BCAPX | Fund | Other
$15.50
-0.13%
$885.13 M
3.37%
$0.52
15.71%
2.16%
7.94%
6.89%
1.23%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INV - A
BAAPX | Fund | Other
$16.13
-0.12%
$885.13 M
3.92%
$0.63
16.50%
2.91%
8.75%
7.69%
0.47%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls R
BRAPX | Fund | Other
$16.00
-0.12%
$885.13 M
3.86%
$0.62
16.39%
2.74%
8.78%
7.62%
0.80%
Virtus Equity & Convertible Income Fund of Beneficial Interest Virtus Equity & Convertible Income Fund
XNIEX | Fund | Other
$24.33
+1.25%
$732.63 M
0.00%
-
9.84%
-9.16%
0.75%
4.35%
1.22%
Boston Trust Asset Management Fund
BTBFX | Fund | Other
$60.22
+0.10%
$578.91 M
1.32%
$0.80
11.10%
3.97%
7.64%
8.42%
0.83%
The Disciplined Growth Investors Fund
DGIFX | Fund | Other
$28.56
+0.21%
$537.43 M
0.96%
$0.27
46.70%
8.75%
12.72%
10.37%
0.78%
Victory Cornerstone Aggressive Fund (Formerly USAA Cornerstone Aggressive Fund)
UCAGX | Fund | Other
$14.32
+0.85%
$379.47 M
1.89%
$0.27
12.85%
3.16%
7.01%
5.60%
1.31%
MoA Funds - MoA Aggressive Allocation Fund USD
MAANX | Fund | Other
$14.92
+1.08%
$337.65 M
2.48%
$0.37
14.77%
-
-
-
0.04%
LMP Capital and Income Fund Inc
XSCDX | Fund | Other
$15.83
+1.02%
$278.04 M
0.00%
-
10.39%
1.99%
1.61%
2.65%
1.65%
Boston Trust Walden Balanced Fund
WSBFX | Fund | Other
$21.92
+0.50%
$164.58 M
1.15%
$0.25
8.16%
2.60%
6.87%
7.48%
1.00%
Villere Balanced Fund
VILLX | Fund | Investor
$19.97
+0.91%
$130.03 M
0.64%
$0.13
5.52%
-3.45%
2.43%
2.80%
1.04%
Invesco Zacks Multi-Asset Income ETF
CVY | ETF |
$25.19
+1.26%
$115.65 M
3.55%
$0.89
22.53%
6.09%
6.79%
4.42%
1.06%
Madison Funds - Madison Agrsiv Allctn Fd USD Cls A
MAGSX | Fund | Other
$11.22
+0.81%
$59.99 M
1.83%
$0.21
10.66%
0.52%
4.54%
5.68%
0.71%
Madison Funds - Madison Agrsiv Allctn Fd USD Cls C
MAACX | Fund | Other
$10.81
+0.84%
$59.99 M
1.13%
$0.12
9.80%
-0.24%
3.77%
4.88%
1.46%
Prospector Capital Appreciation Fund
PCAFX | Fund | Other
$21.69
+0.84%
$37.18 M
0.51%
$0.11
12.71%
6.48%
9.47%
7.98%
1.77%
Poplar Forest Cornerstone Fund
IPFCX | Fund | Investor
$29.20
+0.10%
$33.89 M
2.71%
$0.79
11.33%
5.84%
9.15%
-
1.46%
Quantified Pattern Recognition Fund
QSPMX | Fund | Investor
$10.92
+1.39%
$27.08 M
3.68%
$0.40
9.73%
5.09%
-
-
1.75%
James Aggressive Allocation Fund
JAVAX | Fund | Other
$12.67
-0.16%
$23.64 M
0.59%
$0.08
20.73%
4.56%
5.03%
-
1.04%
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