News
Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
|
The broader markets reversed course and was down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
VXUS | ETF |
$58.88
-1.55%
$442.79 B
6.83%
$4.02
6.28%
1.05%
4.40%
5.06%
0.08%
VEA | ETF |
$47.57
-1.51%
$184.11 B
5.99%
$2.85
3.46%
1.17%
4.78%
5.30%
0.06%
IEFA | ETF |
$69.87
-0.27%
$121.55 B
3.24%
$2.26
3.49%
1.10%
4.46%
5.24%
0.07%
VWO | ETF |
$44.40
-1.81%
$110.77 B
9.60%
$4.26
13.81%
0.35%
3.27%
4.12%
0.08%
BNDX | ETF |
$50.15
+0.24%
$100.60 B
2.35%
$1.18
6.52%
-0.71%
0.12%
1.94%
0.07%
IEMG | ETF |
$52.68
+0.32%
$80.37 B
4.41%
$2.33
9.81%
-1.20%
2.49%
3.95%
0.09%
FIWGX | Fund | Other
$9.02
+0.22%
$69.01 B
3.91%
$0.35
2.45%
-1.87%
0.76%
-
0.42%
VEU | ETF |
$57.29
-1.51%
$58.22 B
6.57%
$3.76
6.53%
1.35%
4.49%
5.09%
0.07%
ALEFX | Fund | Other
$14.05
+1.96%
$53.05 B
3.81%
$0.53
38.46%
23.48%
13.77%
5.01%
1.33%
FSPSX | Fund | Other
$47.27
-3.00%
$52.90 B
0.75%
$0.36
1.27%
1.00%
4.24%
5.15%
0.03%
FSGEX | Fund | Other
$14.15
-0.07%
$49.29 B
2.99%
$0.42
6.66%
1.23%
4.20%
4.75%
0.02%
VT | ETF |
$118.11
+0.06%
$46.09 B
2.97%
$3.51
17.87%
5.87%
10.16%
9.35%
0.07%
FUSIX | Fund | Other
$12.14
-0.16%
$44.53 B
0.28%
$0.03
6.07%
1.17%
5.51%
5.83%
0.63%
FPCIX | Fund | Other
$9.00
+0.22%
$42.86 B
4.42%
$0.40
2.50%
-2.29%
0.28%
1.87%
0.60%
SCHF | ETF |
$18.41
-0.16%
$40.97 B
4.58%
$0.84
3.66%
1.29%
4.87%
5.17%
0.06%
JEPI | Active ETF
$58.20
+0.97%
$38.00 B
8.28%
$4.82
13.71%
6.68%
-
-
0.35%
IXUS | ETF |
$66.00
+0.08%
$37.88 B
3.58%
$2.36
6.25%
0.76%
4.25%
4.96%
0.07%
JPST | Active ETF
$50.50
+0.06%
$28.55 B
4.69%
$2.37
5.54%
3.89%
2.80%
-
0.18%
TQQQ | ETF |
$83.03
+2.59%
$25.42 B
1.11%
$0.92
66.64%
2.04%
32.19%
35.17%
0.97%
VGK | ETF |
$63.27
-1.36%
$23.29 B
4.55%
$2.88
2.18%
1.38%
5.05%
5.04%
0.09%
OWLSX | Fund | Other
$19.94
+0.91%
$23.23 B
0.02%
$0.00
15.33%
2.78%
7.80%
7.32%
1.11%
FEMSX | Fund | Other
$18.51
+0.22%
$23.12 B
2.06%
$0.38
11.73%
-1.61%
2.44%
5.85%
0.03%
FILFX | Fund | Other
$11.95
0.00%
$23.07 B
0.33%
$0.04
5.36%
1.09%
5.43%
5.56%
0.73%
SPDW | ETF |
$34.50
+0.15%
$21.07 B
3.58%
$1.24
4.11%
0.88%
4.93%
5.14%
0.03%
CCLFX | Fund | Other
$10.89
0.00%
$20.64 B
10.98%
$1.20
12.48%
9.53%
9.51%
-
1.79%
JEPQ | Active ETF
$57.20
+0.70%
$19.59 B
10.66%
$6.10
26.09%
-
-
-
0.35%
EFV | ETF |
$51.81
+0.06%
$19.29 B
3.52%
$1.82
4.76%
5.60%
4.84%
3.97%
0.33%
BBIEX | Fund | Other
$12.64
-2.09%
$19.17 B
2.39%
$0.30
3.85%
-0.07%
2.97%
-
0.63%
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