News
Exploring the Enduring Strength of Chinese Equities in a Shifting Economic Landscape
Shauvik Haldar
|
Overall, major U.S. stock indices were up slightly for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
$261.93
-0.27%
$1.55 T
1.39%
$3.64
29.02%
8.42%
14.17%
12.39%
0.03%
VTSAX | Fund | Other
$126.31
+0.57%
$1.55 T
1.40%
$1.76
29.46%
8.00%
13.80%
12.28%
0.04%
VOO | ETF |
$485.97
-0.19%
$1.07 T
1.27%
$6.17
29.34%
10.02%
14.97%
12.97%
0.03%
VFFSX | Fund | Other
$257.00
+0.50%
$1.07 T
1.29%
$3.30
29.61%
9.60%
14.65%
-
0.01%
FXAIX | Fund | Other
$182.39
+0.50%
$515.22 B
1.21%
$2.21
29.62%
9.60%
14.64%
12.83%
0.02%
SPY | ETF |
$529.78
+1.24%
$503.32 B
1.22%
$6.38
31.02%
9.96%
14.83%
12.93%
-
IVV | ETF |
$531.23
-0.23%
$444.92 B
1.25%
$6.66
29.32%
10.03%
15.01%
12.98%
0.03%
VIG | ETF |
$183.63
+0.01%
$93.72 B
1.68%
$3.08
20.32%
7.93%
12.61%
11.42%
0.06%
FCTDX | Fund | Other
$16.39
+0.61%
$93.21 B
1.34%
$0.22
30.35%
8.59%
14.74%
-
0.60%
FSKAX | Fund | Other
$144.40
+0.56%
$88.99 B
0.36%
$0.52
29.59%
8.02%
13.80%
12.27%
0.02%
SWPPX | Fund | Other
$80.80
+0.50%
$87.82 B
1.30%
$1.05
29.56%
9.58%
14.62%
12.84%
0.02%
FCFMX | Fund | Other
$17.19
+0.53%
$63.71 B
0.41%
$0.07
29.61%
8.02%
-
-
-
FALCX | Fund | Other
$13.05
-0.15%
$60.55 B
1.39%
$0.18
31.11%
9.51%
-
-
0.49%
ITOT | ETF |
$116.18
-0.32%
$54.28 B
1.06%
$1.23
29.03%
8.42%
14.13%
12.42%
0.03%
VDIGX | Fund | Investor
$38.71
+0.13%
$53.76 B
0.51%
$0.20
13.71%
6.66%
11.13%
11.06%
0.30%
RSP | ETF |
$168.06
+0.80%
$49.98 B
1.62%
$2.72
21.80%
5.51%
11.77%
10.53%
0.20%
VV | ETF |
$242.67
-0.17%
$49.12 B
1.35%
$3.29
30.00%
9.46%
14.87%
12.88%
0.04%
SCHX | ETF |
$62.69
-0.24%
$40.18 B
1.25%
$0.78
29.91%
9.30%
14.78%
12.81%
0.03%
QUAL | ETF |
$165.57
-0.39%
$37.93 B
0.91%
$1.50
33.43%
10.60%
14.86%
13.14%
0.15%
IWB | ETF |
$290.40
-0.27%
$34.55 B
1.20%
$3.48
29.30%
8.96%
14.54%
12.59%
0.15%
SPLG | ETF |
$62.32
+1.25%
$32.17 B
1.30%
$0.81
31.15%
10.03%
14.88%
12.97%
0.02%
BSPAX | Fund | Other
$615.09
+0.50%
$29.75 B
1.12%
$6.87
29.15%
9.14%
14.20%
12.48%
0.35%
BSPPX | Fund | Other
$614.50
+0.50%
$29.75 B
1.12%
$6.87
29.15%
9.23%
14.25%
-
0.35%
BSPSX | Fund | Other
$615.14
+0.50%
$29.75 B
1.23%
$7.58
29.32%
9.37%
14.40%
12.65%
0.22%
BSPIX | Fund | Other
$615.35
+0.50%
$29.75 B
1.34%
$8.26
29.47%
9.39%
14.47%
12.75%
0.10%
BSPGX | Fund | Other
$615.54
+0.50%
$29.75 B
1.42%
$8.75
29.58%
9.59%
-
-
0.01%
SCHB | ETF |
$61.53
-0.19%
$27.01 B
1.21%
$0.75
29.25%
8.52%
14.23%
12.39%
0.03%
USMV | ETF |
$83.88
+0.39%
$25.06 B
1.73%
$1.44
17.32%
6.81%
8.97%
10.77%
0.15%
SWTSX | Fund | Other
$88.91
+0.57%
$22.39 B
1.28%
$1.14
29.54%
7.99%
13.76%
12.21%
0.03%
CUSUX | Fund | Other
$16.72
+1.33%
$22.02 B
0.93%
$0.16
31.97%
8.27%
14.66%
-
0.27%
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