News
Commodities on the Rise: Oil Strategies Continue to Thrive Amid a Global Market Uncertainty
Shauvik Haldar
|
The broader markets continued to be down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
1/17/25
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$15.06
+0.13%
$4.10 B
5.47%
$0.82
6.06%
0.38%
1.69%
3.08%
0.11%
Brookfield Real Assets Income Fund Inc of Benef. Interest
XRAIX | Fund | Other
$14.71
0.00%
$913.29 M
0.00%
-
-0.14%
-9.22%
-8.78%
-
2.13%
Ave Maria Bond Fund
AVEFX | Fund | Other
$12.20
+0.25%
$667.48 M
3.37%
$0.41
7.39%
3.45%
3.53%
3.53%
0.42%
Managed Volatility Conservative Portfolio
JELCX | Fund | Other
$9.72
+0.21%
$544.19 M
3.16%
$0.31
5.11%
-2.07%
-0.71%
1.96%
0.78%
ONE CHOICE PORTFOLIO: VERY CONSERVATIVE
AONIX | Fund | Investor
$11.55
+0.17%
$389.92 M
5.69%
$0.66
7.03%
1.45%
3.31%
3.70%
0.72%
Lifestyle Blend Conservative Portfolio
JABJX | Fund | A
$10.13
+0.10%
$305.43 M
4.86%
$0.49
6.78%
1.36%
-
-
1.13%
Lifestyle Conservative Portfolio
JHCIX | Fund | Other
$11.30
+0.18%
$164.60 M
3.10%
$0.35
5.63%
-1.64%
0.89%
2.60%
0.75%
Schwab Monthly Income Fund - Income Payout
SWLRX | Fund | Other
$9.23
+0.22%
$61.93 M
5.19%
$0.48
5.56%
0.22%
1.29%
2.35%
0.38%
Madison Funds - Madison Consrvtv Allcatin Fd USD Cls A
MCNAX | Fund | Other
$9.69
+0.31%
$58.18 M
4.56%
$0.44
6.10%
0.32%
1.72%
3.10%
0.71%
Morningstar Conservative ETF Asset Allocation Portfolio
CETFX | Fund | Other
$10.25
+0.20%
$8.81 M
2.33%
$0.24
7.62%
1.29%
1.95%
1.17%
0.98%
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