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Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
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The broader markets reversed course and was down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/20/24
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$15.56
+0.26%
$4.10 B
2.96%
$0.46
5.20%
-0.39%
1.92%
3.17%
0.11%
Brookfield Real Assets Income Fund Inc of Benef. Interest
XRAIX | Fund | Other
$14.67
+0.27%
$913.29 M
0.00%
-
-1.34%
-9.65%
-8.72%
-
2.13%
Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
HNDL | ETF |
$21.37
+0.56%
$798.67 M
7.26%
$1.55
10.42%
1.34%
4.68%
-
0.97%
Ave Maria Bond Fund
AVEFX | Fund | Other
$12.09
+0.33%
$667.48 M
3.35%
$0.41
5.79%
2.42%
3.37%
3.44%
0.42%
Managed Volatility Conservative Portfolio
JELCX | Fund | Other
$9.99
+0.40%
$544.19 M
0.21%
$0.02
4.00%
-3.02%
-0.51%
2.01%
0.78%
ONE CHOICE PORTFOLIO: VERY CONSERVATIVE
AONIX | Fund | Investor
$11.47
-1.04%
$389.92 M
1.85%
$0.21
4.60%
0.01%
3.10%
3.50%
0.72%
Lifestyle Blend Conservative Portfolio
JABJX | Fund | A
$10.21
+0.29%
$305.43 M
3.12%
$0.32
5.67%
0.42%
-
-
1.13%
Victory Cornerstone Conservative Fund (Formerly USAA Cornerstone Conservative Fund)
USCCX | Fund | Other
$10.63
-0.93%
$207.87 M
4.08%
$0.44
5.07%
0.82%
3.05%
3.61%
0.60%
Lifestyle Conservative Portfolio
JHCIX | Fund | Other
$11.62
+0.35%
$164.60 M
2.55%
$0.30
4.63%
-2.50%
1.10%
2.67%
0.75%
Schwab Monthly Income Fund - Income Payout
SWLRX | Fund | Other
$9.21
+0.44%
$61.93 M
5.18%
$0.48
4.28%
-0.66%
1.39%
2.38%
0.38%
Madison Funds - Madison Consrvtv Allcatin Fd USD Cls A
MCNAX | Fund | Other
$9.75
+0.52%
$58.18 M
2.32%
$0.23
5.14%
-0.72%
1.87%
3.08%
0.71%
Morningstar Conservative ETF Asset Allocation Portfolio
CETFX | Fund | Other
$10.21
+0.39%
$8.81 M
2.34%
$0.24
6.77%
0.50%
2.06%
1.17%
0.98%
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