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Trending ETFs

U.S. Growth/Balanced Allocation

U.S. Growth/Balanced Allocation Funds and ETFs are those that have a mandate... U.S. Growth/Balanced Allocation Funds and ETFs are those that have a mandate to follow a conservative investment style. These funds can be made up of any asset class, including equities and bonds. To find out detailed information on Aggressive Strategy in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 12/09/22 View more View less

U.S. Growth/Balanced Allocation Funds and ETFs are those that have a mandate to follow a conservative investment style. These funds can be made up of any asset class, including equities and bonds. To... U.S. Growth/Balanced Allocation Funds and ETFs are those that have a mandate to follow a conservative investment style. These funds can be made up of any asset class, including equities and bonds. To find out detailed information on Aggressive Strategy in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 12/09/22 View more View less

Overview

Returns

Income

Allocations

Fees

About

$16.11

0.00%

$14.28 B

1.41%

$0.23

-17.55%

0.86%

1.05%

3.86%

0.66%

$10.50

+0.19%

$12.41 B

1.69%

$0.18

-16.80%

-0.28%

-1.77%

1.39%

0.78%

$30.40

-0.16%

$6.97 B

0.97%

$0.29

-17.23%

-1.06%

-2.58%

0.36%

0.84%

$24.42

+0.04%

$6.38 B

1.59%

$0.39

-16.74%

1.68%

1.21%

3.43%

0.67%

$11.15

+0.09%

$6.14 B

0.25%

$0.03

-16.73%

-5.37%

-5.35%

-0.96%

0.81%

$15.93

0.00%

$5.62 B

2.56%

$0.41

-13.28%

0.17%

-0.04%

2.59%

0.72%

$14.85

-0.07%

$3.71 B

1.57%

$0.23

-16.10%

-1.59%

-0.75%

2.37%

1.09%

$17.29

-0.06%

$3.03 B

1.48%

$0.26

-21.87%

-1.17%

-2.40%

1.51%

1.14%

$16.18

-0.06%

$2.70 B

5.32%

$0.86

-25.68%

-0.61%

-2.76%

1.80%

1.02%

$10.88

0.00%

$2.11 B

1.97%

$0.21

-26.98%

-5.20%

-4.82%

-0.30%

0.60%

$30.52

-0.23%

$1.83 B

0.00%

-

-22.85%

-0.82%

0.38%

4.94%

0.54%

$10.80

-0.09%

$1.34 B

0.16%

$0.02

-26.38%

-5.65%

-4.94%

-0.16%

1.01%

$16.20

0.00%

$1.29 B

1.04%

$0.17

-26.56%

-6.06%

-4.17%

0.24%

0.89%

$18.04

0.00%

$1.23 B

1.26%

$0.23

-11.22%

-2.49%

-3.83%

-0.27%

0.84%

$42.29

+0.17%

$1.19 B

0.15%

$0.06

-19.45%

-1.17%

-2.43%

1.46%

0.64%

$11.62

-0.09%

$1.13 B

0.87%

$0.10

-9.57%

1.97%

1.78%

5.26%

1.11%

$14.53

0.00%

$885.13 M

2.19%

$0.32

-18.28%

2.79%

2.36%

3.42%

0.33%

$23.27

0.00%

$875.13 M

1.88%

$0.44

-16.42%

-1.20%

-0.52%

2.45%

0.50%

$12.63

0.00%

$748.30 M

3.19%

$0.40

-19.45%

-1.36%

-4.23%

-0.01%

1.26%

$58.66

+0.02%

$606.23 M

0.82%

$0.48

-12.62%

2.48%

4.16%

5.53%

0.81%

Bruce Fund

BRUFX | Fund

$616.68

+0.20%

$544.62 M

1.58%

$9.75

-12.83%

1.70%

2.33%

4.26%

0.68%

$10.59

+0.10%

$514.01 M

4.57%

$0.48

-29.96%

-5.35%

-4.73%

-0.87%

0.85%

$19.86

-0.15%

$348.36 M

0.00%

-

-24.46%

-2.95%

0.10%

4.82%

0.78%

-

-

$337.65 M

0.00%

-

-

-

-

-

0.29%

$14.09

-0.49%

$278.04 M

0.00%

-

-12.70%

-3.42%

-1.70%

-0.21%

1.33%

Miller Income Fund

LMCLX | Fund

$6.84

-0.29%

$209.26 M

6.64%

$0.45

-24.75%

-4.89%

-4.32%

-

0.98%

$46.97

-0.28%

$201.16 M

1.11%

$0.52

-14.94%

3.69%

3.61%

5.80%

0.98%

$22.12

+0.14%

$181.50 M

0.66%

$0.15

-13.80%

2.30%

4.23%

5.68%

1.00%

Villere Balanced Fund

VILLX | Fund

$19.06

+0.11%

$155.90 M

0.63%

$0.12

-25.87%

-6.48%

-2.85%

-0.82%

1.00%

Greenspring Fund

GRSPX | Fund

$23.98

-0.37%

$149.34 M

1.25%

$0.30

-11.64%

0.96%

-1.31%

0.08%

1.10%

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