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Chinese Equity and Gold Strategies Are Outshining the Rest
Shauvik Haldar
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Overall, major U.S. stock indices continued to be in the red for the...
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
5/1/24
Vanguard LifeStrategy Growth Fund
VASGX | Fund | Investor
$42.51
-1.25%
$20.69 B
2.73%
$1.17
13.45%
2.42%
7.72%
7.39%
0.14%
Fidelity Multi-Asset Index Fund
FFNOX | Fund | Other
$54.79
-0.09%
$8.04 B
3.95%
$2.19
11.70%
2.12%
7.99%
7.71%
0.13%
Putnam Asset Allocation Funds - Putnam Dynamic Ass Allocatn Grth Fd USD Cls R5
PADEX | Fund | Other
$20.16
+0.10%
$2.70 B
1.64%
$0.33
20.90%
4.80%
8.86%
8.10%
0.78%
Putnam Asset Allocation Funds - Putnam Dynamic Ass Allocatn Grth Fd USD Cls R6
PAEEX | Fund | Other
$19.53
+0.05%
$2.70 B
2.46%
$0.48
21.03%
4.91%
8.97%
8.21%
0.68%
Tri-Continental Corp
XTYCX | Fund | Other
$33.66
-1.32%
$1.83 B
0.00%
-
11.05%
-3.45%
2.31%
5.89%
0.46%
Schwab MarketTrack Growth Portfolio
SWHGX | Fund | Other
$25.21
-1.33%
$918.79 M
1.97%
$0.50
13.85%
3.05%
7.65%
7.18%
0.50%
ONE CHOICE PORTFOLIO: AGGRESSIVE
AOGIX | Fund | Investor
$15.16
-0.07%
$892.00 M
2.04%
$0.31
11.14%
1.15%
7.39%
7.15%
0.93%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INST
BIAPX | Fund | Other
$16.40
-0.30%
$885.13 M
4.10%
$0.68
14.93%
3.09%
9.13%
7.94%
0.28%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls K
BKAPX | Fund | Other
$16.41
-0.24%
$885.13 M
4.12%
$0.69
15.02%
3.13%
9.16%
-
0.12%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INV - A
BAAPX | Fund | Other
$16.00
-0.25%
$885.13 M
3.90%
$0.63
14.61%
2.75%
8.56%
7.46%
0.47%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls INV - C
BCAPX | Fund | Other
$15.37
-0.26%
$885.13 M
3.36%
$0.52
13.76%
2.00%
7.75%
6.66%
1.23%
BlackRock Funds II - BlackRock 80/20 Target Alloc Fd USD Cls R
BRAPX | Fund | Other
$15.87
-0.25%
$885.13 M
3.84%
$0.62
14.48%
2.59%
8.59%
7.40%
0.80%
Virtus Equity & Convertible Income Fund of Beneficial Interest Virtus Equity & Convertible Income Fund
XNIEX | Fund | Other
$24.17
-1.31%
$732.63 M
0.00%
-
8.97%
-9.26%
0.60%
4.27%
1.22%
Aggressive Growth Lifestyle Fund
VLAGX | Fund | Other
$10.09
-0.10%
$691.48 M
2.12%
$0.22
14.21%
2.16%
3.40%
1.40%
0.78%
Boston Trust Asset Management Fund
BTBFX | Fund | Other
$59.56
-1.26%
$578.91 M
1.32%
$0.80
8.64%
3.57%
7.47%
8.21%
0.82%
The Disciplined Growth Investors Fund
DGIFX | Fund | Other
$28.70
-1.61%
$537.43 M
0.94%
$0.27
44.74%
9.11%
12.85%
10.40%
0.78%
Victory Cornerstone Aggressive Fund (Formerly USAA Cornerstone Aggressive Fund)
UCAGX | Fund | Other
$14.22
-1.25%
$379.47 M
1.88%
$0.27
13.20%
3.08%
6.95%
5.49%
1.31%
MoA Funds - MoA Aggressive Allocation Fund USD
MAANX | Fund | Other
$14.77
-0.07%
$337.65 M
2.48%
$0.37
14.92%
-
-
-
0.04%
LMP Capital and Income Fund Inc
XSCDX | Fund | Other
$15.63
-0.32%
$278.04 M
0.00%
-
10.85%
1.36%
1.41%
2.47%
1.65%
Morningstar Growth ETF Asset Allocation Portfolio
GETFX | Fund | Other
$11.61
-1.36%
$246.30 M
1.73%
$0.20
12.63%
2.54%
6.75%
3.12%
0.88%
Boston Trust Walden Balanced Fund
WSBFX | Fund | Other
$21.72
-1.36%
$164.58 M
1.15%
$0.25
7.07%
2.31%
6.78%
7.36%
0.96%
Villere Balanced Fund
VILLX | Fund | Investor
$19.79
-1.05%
$130.03 M
0.64%
$0.13
6.11%
-3.59%
2.24%
2.68%
1.04%
Invesco Zacks Multi-Asset Income ETF
CVY | ETF |
$24.87
-1.96%
$115.65 M
3.53%
$0.89
21.73%
5.55%
6.61%
4.24%
1.06%
Praxis Genesis Growth Portfolio
MGAFX | Fund | A
$17.84
-1.22%
$106.39 M
0.15%
$0.03
11.84%
0.64%
6.61%
6.36%
0.95%
Inspire Tactical Balanced ETF
RISN | Active ETF
$25.47
-0.20%
$92.12 M
1.18%
$0.30
14.95%
1.49%
-
-
0.79%
Managed Volatility Growth Portfolio
JELGX | Fund | Other
$10.72
-1.38%
$89.88 M
1.70%
$0.18
-2.87%
-3.20%
0.68%
2.38%
0.83%
GraniteShares HIPS US High Income ETF
HIPS | ETF |
$12.58
-0.39%
$67.78 M
10.22%
$1.29
19.04%
3.79%
2.96%
-
1.99%
Madison Funds - Madison Agrsiv Allctn Fd USD Cls A
MAGSX | Fund | Other
$11.15
-1.24%
$59.99 M
1.82%
$0.21
10.08%
0.56%
4.46%
5.58%
0.71%
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