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Mutual Funds and ETFs Scorecard: March 29 Edition
Markets have continued to rally these past two weeks, after the Federal Reserve...
Overview
Returns
Income
Allocations
Fees
About
Vanguard Wellesley® Income Fund
VWINX | Fund
$24.30
+0.46%
$62.82 B
3.26%
$0.79
-12.40%
-1.06%
-1.44%
-0.24%
0.23%
BlackRock Multi-Asset Income Portfolio
BIICX | Fund
$9.60
-0.31%
$15.95 B
5.22%
$0.50
-15.04%
-4.38%
-2.81%
-1.21%
0.56%
The Hartford Balanced Income Fund
HBLYX | Fund
$13.77
-0.22%
$14.91 B
4.15%
$0.57
-11.56%
1.39%
-0.68%
0.80%
0.64%
JPMorgan Income Builder Fund
JNBSX | Fund
$9.36
-0.11%
$12.00 B
4.99%
$0.47
-11.53%
0.61%
-2.33%
-0.76%
0.60%
Vanguard LifeStrategy Conservative Growth Fund
VSCGX | Fund
$19.70
+0.51%
$11.13 B
1.73%
$0.34
-9.22%
0.76%
-0.06%
1.21%
0.12%
Vanguard Tax Managed Balanced Fund
VTMFX | Fund
$37.52
+0.70%
$8.04 B
2.07%
$0.77
-6.29%
7.08%
4.33%
4.88%
0.09%
$12.13
-0.25%
$7.41 B
4.67%
$0.57
-9.88%
2.57%
-0.41%
0.98%
0.62%
$14.22
+0.35%
$4.64 B
2.95%
$0.42
-8.20%
5.50%
1.18%
2.44%
0.64%
JPMorgan Investor Conservative Growth Fund
ONCFX | Fund
$11.76
+0.34%
$4.50 B
2.43%
$0.28
-10.64%
0.20%
-1.56%
-0.34%
0.70%
MFS Conservative Allocation Fund
MACIX | Fund
$15.85
+0.38%
$4.18 B
1.33%
$0.21
-9.22%
2.94%
0.38%
1.20%
0.61%
MFS Diversified Income Fund
DIFIX | Fund
$11.44
+0.53%
$3.12 B
3.82%
$0.44
-11.86%
0.12%
-1.18%
-0.46%
0.74%
American Funds College 2027 Fund
CSTAX | Fund
$11.15
0.00%
$2.72 B
1.70%
$0.19
-3.76%
4.97%
4.68%
-
0.66%
$11.35
+0.62%
$2.60 B
5.66%
$0.64
-14.27%
-0.92%
-3.62%
-1.90%
0.89%
Fidelity Asset Manager® 30% Fund
FTINX | Fund
$11.09
+0.36%
$2.53 B
1.63%
$0.18
-9.62%
2.30%
0.14%
0.80%
0.55%
Fidelity Asset Manager® 40% Fund
FFNIX | Fund
$11.80
+0.51%
$2.42 B
3.30%
$0.39
-11.08%
2.90%
0.27%
1.33%
0.57%
Goldman Sachs Income Builder Fund
GSBFX | Fund
$22.93
+0.75%
$2.39 B
3.92%
$0.89
-9.15%
3.29%
0.68%
0.63%
0.81%
$17.86
0.00%
$2.31 B
3.23%
$0.58
-11.93%
0.30%
-1.78%
0.05%
0.60%
T. Rowe Price Retirement Balanced Fund
TRRIX | Fund
$13.09
0.00%
$1.93 B
1.06%
$0.14
-22.95%
-5.42%
-3.78%
-0.51%
0.49%
$11.00
+0.55%
$1.78 B
4.21%
$0.46
-11.72%
0.80%
-1.86%
-0.54%
1.14%
Nuveen Flexible Income Fund
NWQIX | Fund
$18.03
+0.56%
$1.65 B
5.76%
$1.03
-13.81%
-2.06%
-3.54%
-2.05%
0.70%
$13.09
+0.54%
$1.57 B
2.13%
$0.28
-7.49%
3.72%
-0.56%
0.87%
1.00%
Columbia Income Builder Fund
RBBAX | Fund
$10.96
+0.18%
$1.55 B
3.86%
$0.42
-11.76%
-0.12%
-1.47%
-0.59%
0.96%
GuideStone Funds Balanced Allocation Fund
GGIZX | Fund
$10.60
+0.67%
$1.46 B
1.38%
$0.14
-13.11%
-0.34%
-2.63%
-2.18%
0.98%
$11.03
+0.27%
$1.44 B
5.79%
$0.64
-8.24%
1.30%
0.40%
-
0.61%
Invesco Multi-Asset Income Fund
PIYFX | Fund
$7.65
+0.53%
$1.39 B
7.21%
$0.55
-16.39%
-3.71%
-5.96%
-3.25%
0.61%
$9.86
+0.41%
$1.36 B
2.61%
$0.26
-12.12%
-2.48%
-4.23%
-2.90%
0.78%
$12.01
+0.42%
$1.28 B
1.64%
$0.20
-14.40%
-0.14%
-2.61%
-0.34%
0.79%
Thrivent Moderately Conservative Allocation Fund
TCAAX | Fund
$11.64
+0.61%
$1.21 B
3.27%
$0.38
-9.13%
0.55%
-0.89%
0.09%
1.01%
Franklin Conservative Allocation Fund
FTCIX | Fund
$12.60
+0.40%
$1.14 B
2.32%
$0.29
-9.87%
0.32%
-3.23%
-1.35%
0.84%
$13.11
+0.46%
$995.48 M
2.55%
$0.33
-17.34%
-0.90%
-2.41%
-
0.67%
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