Please try another search
2022 has been a difficult year for financial assets, with the traditional 60/40 portfolio suffering one of its worst annual performances on record. This has many investors asking...
Morningstar recently tested the niche world of publicly traded tactical-allocation funds and found mediocre results at best. The Capital Spectator came to a similar conclusion a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1012 | 1124 | 1070 | 1429 | 2070 |
Fund Return | 1.84% | 1.22% | 12.35% | 2.29% | 7.4% | 7.55% |
Place in category | 375 | 507 | 189 | 259 | 133 | 78 |
% in Category | 50 | 66 | 27 | 39 | 24 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 102.68B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 49.64B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.63 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.14 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 2.57 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.05 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 1.20 | 172.50 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review