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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1059 | 1150 | 1133 | 1266 | 1391 |
Fund Return | 5.85% | 5.85% | 15.01% | 4.25% | 4.83% | 3.36% |
Place in category | 8 | 8 | 17 | 27 | 185 | 247 |
% in Category | 3 | 3 | 5 | 7 | 45 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow R | 324.8M | 5.78 | 4.00 | 3.10 | ||
James Small Cap | 43.17M | 8.58 | 11.64 | 5.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.33B | 1.92 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.26B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.58B | 4.92 | 5.28 | 7.53 | ||
Vanguard Wellesley Income Inv | 9.21B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 5.96B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 7.02 | - | - | |
United States Treasury Notes 3.125% | - | 6.71 | - | - | |
Microsoft | US5949181045 | 3.90 | 397.84 | +0.73% | |
United States Treasury Notes 2.375% | - | 3.32 | - | - | |
United States Treasury Bonds 3.125% | - | 2.34 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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