News
Mutual Funds and ETFs Scorecard: June 21 Edition
Over the last fortnight, the stock markets across the globe have been rather...
Overview
Returns
Income
Allocations
Fees
About
American Funds American Balanced Fund®
ABALX | Fund
$30.94
+1.34%
$204.20 B
1.29%
$0.40
-1.72%
7.99%
8.17%
9.12%
0.56%
Vanguard Wellington™ Fund
VWELX | Fund
$43.18
+1.41%
$109.94 B
1.75%
$0.76
-3.21%
8.33%
8.50%
9.13%
0.24%
Vanguard Balanced Index Fund
VBINX | Fund
$43.05
+1.58%
$52.87 B
1.46%
$0.63
-5.40%
8.10%
8.34%
8.60%
0.18%
T. Rowe Price Capital Appreciation Fund
PRWCX | Fund
$33.78
+2.02%
$48.71 B
1.04%
$0.35
-1.39%
11.30%
11.41%
11.73%
0.68%
Fidelity® Balanced Fund
FBALX | Fund
$26.69
+1.75%
$42.13 B
0.90%
$0.24
-4.24%
11.41%
10.61%
10.11%
0.51%
Fidelity® Puritan® Fund
FPURX | Fund
$24.18
+1.64%
$29.93 B
1.12%
$0.27
-3.87%
10.83%
10.28%
9.88%
0.51%
Janus Henderson Balanced Fund
JANBX | Fund
$40.15
+1.59%
$25.61 B
0.86%
$0.35
-3.46%
8.60%
9.91%
9.20%
0.70%
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund
$29.93
+1.29%
$19.75 B
2.76%
$0.83
-6.94%
6.00%
6.48%
7.03%
0.13%
CREF Social Choice Account
QCSCRX | Fund
$305.31
+1.32%
$17.89 B
0.00%
-
-5.63%
6.85%
6.97%
7.26%
0.42%
Dodge & Cox Balanced Fund
DODBX | Fund
$104.79
+1.22%
$14.14 B
1.68%
$1.76
-2.19%
8.98%
8.20%
10.17%
0.51%
$16.82
+1.33%
$12.60 B
1.26%
$0.21
-4.35%
7.44%
7.50%
-
0.68%
Fidelity Asset Manager® 50% Fund
FASMX | Fund
$19.90
+1.27%
$10.46 B
0.46%
$0.09
-5.95%
6.61%
6.38%
6.65%
0.62%
$13.74
+1.25%
$8.91 B
1.36%
$0.19
-7.19%
6.82%
6.71%
7.03%
0.94%
VY® T. Rowe Price Capital Appreciation Portfolio
ITCSX | Fund
$30.09
+2.04%
$7.93 B
1.51%
$0.46
-1.62%
11.10%
11.21%
11.53%
0.89%
Janus Henderson VIT Balanced Portfolio
JABLX | Fund
$43.99
+1.59%
$7.78 B
0.87%
$0.38
-3.37%
8.67%
9.94%
9.31%
0.62%
Fidelity Advisor® Balanced Fund
FAIGX | Fund
$25.48
+1.76%
$6.85 B
0.24%
$0.06
-4.81%
10.74%
9.89%
9.44%
1.07%
MFS Moderate Allocation Fund
MMAIX | Fund
$19.68
+1.44%
$6.52 B
0.56%
$0.11
-5.35%
7.07%
7.59%
7.33%
0.66%
Virtus AllianzGI Income & Growth Fund
AZNIX | Fund
$11.62
+1.75%
$6.27 B
2.27%
$0.26
-7.79%
8.11%
8.20%
8.25%
0.91%
JPMorgan Investor Balanced Fund
OIBFX | Fund
$15.42
+1.12%
$5.53 B
1.03%
$0.16
-5.43%
6.75%
6.57%
6.84%
0.72%
$16.52
+1.47%
$5.44 B
2.50%
$0.41
-5.98%
7.16%
7.32%
7.74%
0.65%
$11.09
+0.64%
$4.88 B
2.64%
$0.29
-7.50%
2.04%
3.73%
4.75%
0.78%
T. Rowe Price Balanced Fund
RPBAX | Fund
$24.88
+1.43%
$4.66 B
1.13%
$0.28
-6.80%
7.05%
7.59%
8.05%
0.57%
$15.56
+1.43%
$4.42 B
0.51%
$0.08
-6.86%
5.93%
6.35%
6.89%
1.13%
John Hancock Balanced Fund
SVBAX | Fund
$24.18
+1.68%
$4.23 B
1.13%
$0.27
-4.55%
7.74%
7.92%
8.18%
1.03%
Fidelity Asset Manager® 60% Fund
FSNIX | Fund
$14.35
+1.49%
$4.07 B
1.50%
$0.22
-6.25%
7.50%
7.17%
7.45%
0.75%
DFA Global Allocation 60/40 Portfolio
DGSIX | Fund
$20.24
+1.25%
$4.05 B
0.41%
$0.08
-4.40%
6.98%
6.71%
6.98%
0.25%
Get the lastest fund and ETF news in your inbox each week.
Receive latest news, trending tickers, top stocks increasing dividend this week and more.
