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Navigating Volatility: Tech & Financial Strategies Lead the Market Charge
Shauvik Haldar
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Despite volatility, for the rolling month the broader markets were marginally up.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/20/24
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$15.59
+0.13%
$4.10 B
2.95%
$0.46
9.92%
-0.43%
2.07%
3.26%
0.11%
Brookfield Real Assets Income Fund Inc of Benef. Interest
XRAIX | Fund | Other
$14.84
+0.07%
$913.29 M
0.00%
-
2.84%
-9.48%
-8.43%
-
2.13%
Ave Maria Bond Fund
AVEFX | Fund | Other
$12.31
+0.08%
$667.48 M
2.77%
$0.34
10.56%
2.82%
3.83%
3.60%
0.42%
ONE CHOICE PORTFOLIO: VERY CONSERVATIVE
AONIX | Fund | Investor
$11.69
+0.09%
$387.67 M
1.82%
$0.21
10.71%
0.58%
3.69%
3.72%
0.71%
Lifestyle Blend Conservative Portfolio
JABJX | Fund | A
$10.26
+0.20%
$305.43 M
3.11%
$0.32
10.74%
0.58%
-
-
1.10%
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
+0.10%
$58.18 M
2.31%
$0.23
9.95%
-0.57%
2.12%
3.18%
0.71%
Morningstar Conservative ETF Asset Allocation Portfolio
CETFX | Fund | Other
$10.46
-0.10%
$8.81 M
2.21%
$0.23
9.68%
0.14%
2.02%
0.77%
0.98%
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