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Cannabis and Energy Equity Continue to Buck the Trend
Shauvik Haldar
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Overall, the U.S. stock markets were down for the rolling month. Several canabis...
Overview
Returns
Income
Allocations
Fees
About
As of
9/29/23
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund
$8.69
+0.23%
$66.58 B
3.84%
$0.33
1.04%
-4.24%
-
-
0.44%
Vanguard Real Estate Index Fund
VGSIX | Fund
$25.09
+1.05%
$64.20 B
0.00%
-
0.82%
4.89%
4.33%
6.30%
0.26%
Vanguard Real Estate II Index Fund
VRTPX | Fund
$18.12
+1.06%
$8.36 B
3.84%
$0.70
1.37%
5.42%
4.71%
-
0.08%
DFA REAL ESTATE SECURITIES PORTFOLIO
DFREX | Fund
$34.04
+0.65%
$7.60 B
2.11%
$0.72
-1.38%
3.47%
3.45%
6.28%
0.20%
Cohen & Steers Real Estate Securities Fund
CSEIX | Fund
$13.41
+0.98%
$7.29 B
3.52%
$0.47
4.04%
7.88%
7.91%
9.43%
1.10%
Cohen & Steers Institutional Realty Shares
CSRIX | Fund
$40.16
+0.93%
$6.10 B
3.73%
$1.50
2.64%
5.21%
7.05%
8.24%
0.76%
PIMCO CommodityRealReturn Strategy Fund
PCRIX | Fund
$13.56
+0.37%
$5.90 B
0.00%
$0.00
-1.23%
16.85%
7.09%
-0.42%
1.05%
Real Estate Securities Fund
PRRAX | Fund
$23.92
-0.71%
$5.86 B
4.07%
$0.97
1.61%
3.99%
4.00%
6.78%
1.20%
Cohen & Steers Realty Shares
CSRSX | Fund
$55.14
+0.95%
$5.54 B
3.55%
$1.96
4.67%
7.72%
9.13%
9.16%
0.93%
Apollo Diversified Real Estate Fund
GIREX | Fund
$25.22
0.00%
$5.39 B
0.00%
-
-7.46%
5.98%
4.04%
-
1.98%
Fidelity Real Estate Income Fund
FRIFX | Fund
$10.95
-0.36%
$4.59 B
0.00%
$0.00
2.84%
4.74%
3.56%
5.23%
0.73%
iShares Currency Hedged MSCI EAFE ETF
HEFA | ETF
$30.10
-0.30%
$3.55 B
3.68%
$1.11
24.58%
12.98%
7.74%
-
0.70%
$9.31
+0.43%
$3.21 B
4.47%
$0.42
0.42%
-1.77%
2.00%
1.36%
0.38%
$9.46
+0.53%
$3.21 B
4.41%
$0.42
0.43%
-1.80%
1.97%
1.44%
0.56%
$8.76
+0.46%
$3.21 B
3.38%
$0.30
-0.52%
-2.75%
1.01%
-
1.51%
$9.19
+0.55%
$3.21 B
4.16%
$0.38
0.15%
-2.04%
1.75%
1.33%
0.80%
TIAA-CREF Real Estate Securities Fund
TIREX | Fund
$14.99
-0.79%
$3.01 B
3.22%
$0.48
2.95%
1.85%
4.85%
7.33%
0.48%
iShares U.S. Real Estate ETF
IYR | ETF
$78.14
+0.33%
$2.86 B
4.61%
$3.60
-1.04%
1.94%
2.33%
5.53%
0.40%
Fidelity SAI Inflation-Focused Fund
FIFGX | Fund
$93.18
+0.25%
$2.85 B
0.09%
$0.08
865.20%
149.56%
-
-
0.39%
Fidelity Real Estate Investment Portfolio
FRESX | Fund
$33.10
-0.75%
$2.83 B
3.90%
$1.29
-1.32%
3.85%
2.49%
5.82%
0.72%
METROPOLITAN WEST UNCONSTRAINED BOND FUND
MWCIX | Fund
$10.06
+0.20%
$2.79 B
6.98%
$0.70
4.70%
-0.75%
1.16%
2.00%
0.77%
$26.47
+0.11%
$2.57 B
4.08%
$1.08
-11.85%
3.73%
2.59%
4.93%
1.24%
Fidelity Real Estate Index Fund
FSRNX | Fund
$13.39
-0.67%
$2.49 B
3.85%
$0.52
-1.35%
3.23%
-0.20%
4.21%
0.07%
iShares Cohen & Steers REIT ETF
ICF | ETF
$50.16
+0.32%
$2.26 B
4.78%
$2.40
-3.75%
1.90%
2.59%
5.82%
0.33%
$10.93
+1.11%
$2.05 B
0.00%
-
-10.19%
-3.17%
-1.65%
5.62%
1.91%
$4.71
-0.21%
$2.04 B
1.49%
$0.07
-3.00%
26.36%
12.09%
2.65%
0.40%
$8.92
-0.11%
$1.77 B
5.11%
$0.46
5.15%
1.19%
3.03%
-
0.81%
Vanguard Commodity Strategy Fund
VCMDX | Fund
$26.17
+0.31%
$1.69 B
14.84%
$3.88
-1.02%
18.26%
-
-
0.21%
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