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The Mixed Bag of Investment Strategies: From Soaring Technology to Struggling Commodities
Shauvik Haldar
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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/1/23
Income Fund Of America - Income Fund of America Class R-3
RIDCX | Fund | Other
$22.54
+0.31%
$112.93 B
2.69%
$0.60
0.00%
4.16%
5.61%
5.71%
0.91%
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund | Other
$8.88
-0.34%
$64.28 B
4.15%
$0.37
0.38%
-3.70%
1.60%
-
0.44%
Strategic Advisers Core Income Fund
FPCIX | Fund | Other
$8.86
-0.45%
$46.85 B
4.27%
$0.38
0.20%
-4.34%
1.06%
1.69%
0.56%
Blackrock Global Allocation Fund Inc - BlackRock Global Allocation Investor A
MDLOX | Fund | Other
$17.67
0.00%
$21.85 B
0.40%
$0.07
4.09%
-0.31%
5.42%
4.17%
1.12%
Blackrock Global Allocation Fund Inc - BlackRock Global Allocation I
MALOX | Fund | Other
$17.84
0.00%
$21.85 B
0.91%
$0.16
4.31%
-0.09%
5.67%
4.44%
0.86%
Blackrock Global Allocation Fund Inc - BlackRock Global Allocation C
MCLOX | Fund | Other
$15.25
0.00%
$21.85 B
0.00%
$0.00
3.32%
-1.01%
4.92%
3.54%
1.90%
Blackrock Global Allocation Fund Inc - BlackRock Global Allocation Fund, Inc. - Class K
MKLOX | Fund | Other
$17.84
0.00%
$21.85 B
1.09%
$0.19
4.46%
-0.01%
5.76%
-
0.78%
Blackrock Global Allocation Fund Inc - BlackRock Global Allocation R
MRLOX | Fund | Other
$16.46
0.00%
$21.85 B
0.00%
$0.00
3.78%
-2.04%
4.18%
3.39%
1.47%
BlackRock Funds II - BlackRock Multi-Asset Income Portfolio Investor A
BAICX | Fund | Other
$9.72
+0.73%
$15.95 B
5.48%
$0.53
3.12%
0.15%
3.06%
3.32%
0.88%
BlackRock Funds II - BlackRock Multi-Asset Income Portfolio Institutional Class
BIICX | Fund | Other
$9.73
+0.72%
$15.95 B
5.72%
$0.55
3.82%
0.55%
3.49%
3.67%
0.65%
BlackRock Funds II - BlackRock Multi-Asset Income Portfolio Investor C
BCICX | Fund | Other
$9.71
+0.73%
$15.95 B
4.76%
$0.46
2.95%
-0.39%
2.43%
2.61%
1.65%
BlackRock Funds II - BlackRock Multi-Asset Income Portfolio - Class K
BKMIX | Fund | Other
$9.73
+0.72%
$15.95 B
5.75%
$0.56
3.83%
0.54%
3.33%
-
0.58%
Strategic Advisers Municipal Bond Fund
FSMUX | Fund | Other
$8.73
+0.23%
$11.95 B
3.74%
$0.33
3.53%
-
-
-
0.50%
BlackRock Funds III - BlackRock LifePath Index 2030 Fund Institutional Class
LINIX | Fund | Other
$15.61
+0.90%
$10.40 B
1.99%
$0.31
5.34%
1.29%
5.78%
5.77%
0.16%
BlackRock Funds III - BlackRock LifePath Index 2030 Portfolio Investor A
LINAX | Fund | Other
$15.61
+0.97%
$10.40 B
1.73%
$0.27
5.07%
1.03%
5.51%
5.51%
0.41%
BlackRock Funds III - BlackRock LifePath Index 2030 Fund - Investor P Shares
LIDPX | Fund | Other
$15.59
+0.91%
$10.40 B
1.74%
$0.27
5.08%
1.08%
5.54%
-
0.41%
BlackRock Funds VI - BlackRock LifePath Index 2030 Portfolio Class K
LINKX | Fund | Other
$15.60
+0.97%
$10.40 B
2.04%
$0.31
5.33%
1.32%
5.82%
5.82%
0.11%
BlackRock Funds IV - BlackRock Systematic Multi Strategy Fund USD Cls K
BKMBX | Fund | Other
$10.13
+0.70%
$9.70 B
0.33%
$0.03
4.48%
3.27%
-
-
0.84%
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A
BAMBX | Fund | Other
$10.08
+0.60%
$9.70 B
0.33%
$0.03
4.16%
2.35%
3.71%
-
1.23%
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor C
BMBCX | Fund | Other
$9.94
+0.71%
$9.70 B
0.33%
$0.03
3.34%
1.62%
3.00%
-
1.95%
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Institutional Shares
BIMBX | Fund | Other
$10.12
+0.60%
$9.70 B
0.33%
$0.03
4.35%
2.63%
4.05%
-
0.96%
BlackRock Funds III - BlackRock LifePath Index 2040 Portfolio Investor A
LIKAX | Fund | Other
$17.97
+0.96%
$8.96 B
1.18%
$0.21
7.59%
3.17%
7.23%
6.84%
0.41%
BlackRock Funds III - BlackRock LifePath Index 2040 Fund Institutional Class
LIKIX | Fund | Other
$18.01
+0.95%
$8.96 B
1.44%
$0.26
7.84%
3.43%
7.50%
7.10%
0.16%
BlackRock Funds VI - BlackRock LifePath Index 2040 Portfolio Class K
LIKKX | Fund | Other
$18.01
+0.95%
$8.96 B
1.49%
$0.27
7.90%
3.48%
7.55%
7.15%
0.11%
BlackRock Funds III - BlackRock LifePath Index 2040 Fund - Investor P Shares
LIKPX | Fund | Other
$17.95
+0.96%
$8.96 B
1.19%
$0.21
7.60%
3.18%
7.23%
-
0.41%
BlackRock Funds III - BlackRock LifePath Index Retirement Fund Class A
LIRAX | Fund | Other
$12.88
+0.86%
$7.96 B
2.11%
$0.27
3.36%
-0.85%
3.91%
3.86%
0.42%
BlackRock Funds III - BlackRock LifePath Index Retirement Fund Institutional Class
LIRIX | Fund | Other
$12.90
+0.86%
$7.96 B
2.38%
$0.30
3.63%
-0.59%
4.17%
4.12%
0.17%
BlackRock Funds III - BlackRock LifePath Index Retirement Fund - Investor P Shares
LIRPX | Fund | Other
$12.87
+0.94%
$7.96 B
2.13%
$0.27
3.29%
-0.87%
3.89%
-
0.42%
BlackRock Funds III - BlackRock LifePath Index Retirement Class Portfolio Class K
LIRKX | Fund | Other
$12.90
+0.94%
$7.96 B
2.43%
$0.31
3.60%
-0.56%
4.22%
4.18%
0.12%
BlackRock Funds VI - BlackRock LifePath Index 2035 Portfolio Investor A
LIJAX | Fund | Other
$16.88
+0.96%
$6.84 B
1.45%
$0.24
6.35%
2.16%
6.43%
6.21%
0.41%
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