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Shauvik Haldar
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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/21/24
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$15.58
-0.06%
$4.10 B
2.95%
$0.46
9.92%
-0.45%
2.10%
3.22%
0.11%
Brookfield Real Assets Income Fund Inc of Benef. Interest
XRAIX | Fund | Other
$14.84
0.00%
$913.29 M
0.00%
-
2.84%
-9.48%
-8.41%
-
2.13%
Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
HNDL | ETF |
$21.78
-0.41%
$876.09 M
1.59%
$0.35
18.01%
1.83%
5.29%
-
0.97%
Ave Maria Bond Fund
AVEFX | Fund | Other
$12.33
+0.24%
$667.48 M
2.77%
$0.34
10.74%
2.90%
3.86%
3.61%
0.42%
ONE CHOICE PORTFOLIO: VERY CONSERVATIVE
AONIX | Fund | Investor
$11.71
+0.17%
$387.67 M
1.81%
$0.21
10.79%
0.76%
3.71%
3.74%
0.71%
Lifestyle Blend Conservative Portfolio
JABJX | Fund | A
$10.25
-0.10%
$305.43 M
3.11%
$0.32
10.40%
0.73%
-
-
1.10%
Victory Cornerstone Conservative Fund (Formerly USAA Cornerstone Conservative Fund)
USCCX | Fund | Other
$10.81
-0.09%
$207.87 M
4.06%
$0.44
10.75%
1.26%
3.52%
3.72%
0.60%
Schwab Monthly Income Fund - Income Payout
SWLRX | Fund | Other
$9.36
-0.11%
$61.93 M
4.94%
$0.46
10.92%
-0.25%
1.73%
2.52%
0.38%
Madison Funds - Madison Consrvtv Allcatin Fd USD Cls A
MCNAX | Fund | Other
$9.81
0.00%
$58.18 M
2.31%
$0.23
9.71%
-0.39%
2.12%
3.18%
0.71%
Morningstar Conservative ETF Asset Allocation Portfolio
CETFX | Fund | Other
$10.47
+0.10%
$8.81 M
2.21%
$0.23
9.67%
0.34%
2.02%
0.78%
0.98%
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