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Tech Continues to Triumph As Precious Metals Struggle
Shauvik Haldar
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The broader markets continued to be in the positibe territory for the rolling...
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/29/24
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$15.80
+0.45%
$4.10 B
2.92%
$0.46
9.75%
0.25%
2.31%
3.35%
0.11%
Brookfield Real Assets Income Fund Inc of Benef. Interest
XRAIX | Fund | Other
$14.97
+0.20%
$913.29 M
0.00%
-
2.25%
-8.56%
-8.29%
-
2.13%
Ave Maria Bond Fund
AVEFX | Fund | Other
$12.40
-0.16%
$667.48 M
2.74%
$0.34
10.18%
3.39%
3.98%
3.66%
0.42%
Managed Volatility Conservative Portfolio
JELCX | Fund | Other
$10.20
+0.39%
$544.19 M
2.71%
$0.28
8.37%
-2.19%
-0.04%
2.17%
0.78%
ONE CHOICE PORTFOLIO: VERY CONSERVATIVE
AONIX | Fund | Investor
$11.84
+0.25%
$387.67 M
1.80%
$0.21
10.50%
1.48%
3.87%
3.85%
0.72%
Lifestyle Blend Conservative Portfolio
JABJX | Fund | A
$10.38
+0.29%
$305.43 M
3.07%
$0.32
10.19%
1.42%
-
-
1.10%
Lifestyle Conservative Portfolio
JHCIX | Fund | Other
$11.85
+0.42%
$164.60 M
2.50%
$0.30
9.88%
-1.68%
1.57%
2.85%
0.75%
Schwab Monthly Income Fund - Income Payout
SWLRX | Fund | Other
$9.47
-0.11%
$61.93 M
4.87%
$0.46
10.10%
0.26%
1.91%
2.61%
0.38%
Madison Funds - Madison Consrvtv Allcatin Fd USD Cls A
MCNAX | Fund | Other
$9.97
+0.40%
$58.18 M
2.28%
$0.23
10.18%
0.42%
2.40%
3.33%
0.71%
Morningstar Conservative ETF Asset Allocation Portfolio
CETFX | Fund | Other
$10.60
+0.38%
$8.81 M
2.18%
$0.23
9.60%
0.89%
2.25%
0.91%
0.98%
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