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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 | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced | 42.26B | 3.70 | 4.02 | 9.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.76 | - | - | |
Apple Inc | - | 3.03 | - | - | |
NVIDIA Corp | - | 2.58 | - | - | |
Amazon.com Inc | - | 2.03 | - | - | |
Meta Platforms Inc Class A | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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