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
$293.28
+1.14%
$1.84 T
1.28%
$3.76
25.20%
8.70%
14.07%
12.58%
0.03%
VOO | ETF |
$545.04
+1.13%
$1.37 T
1.28%
$6.95
26.46%
9.76%
14.76%
13.05%
0.03%
SPY | ETF |
$591.15
+0.86%
$627.77 B
1.33%
$7.86
26.41%
9.50%
14.71%
12.98%
-
FXAIX | Fund | Other
$205.83
+0.74%
$592.67 B
1.25%
$2.57
26.57%
10.39%
14.52%
13.04%
0.02%
IVV | ETF |
$593.33
+1.11%
$577.04 B
1.44%
$8.54
26.40%
9.53%
14.74%
13.05%
0.03%
QQQ | ETF |
$518.66
+0.87%
$316.62 B
0.52%
$2.71
27.62%
10.28%
20.41%
18.28%
0.20%
BND | ETF |
$72.21
+0.31%
$314.28 B
3.70%
$2.68
2.02%
-2.42%
-0.28%
1.35%
0.03%
VUG | ETF |
$417.78
+1.08%
$281.73 B
0.51%
$2.14
35.02%
10.19%
18.89%
15.89%
0.04%
VO | ETF |
$267.92
+1.60%
$174.68 B
1.63%
$4.37
17.01%
3.78%
10.15%
9.76%
0.04%
VB | ETF |
$242.75
+1.15%
$167.26 B
1.49%
$3.61
14.66%
4.42%
9.42%
9.33%
0.05%
VTV | ETF |
$170.29
+1.17%
$162.66 B
2.30%
$3.92
16.73%
8.19%
9.94%
9.97%
0.04%
FCTDX | Fund | Other
$17.91
+1.07%
$136.44 B
0.68%
$0.12
22.75%
9.08%
14.26%
-
0.56%
AGG | ETF |
$96.96
+0.27%
$120.58 B
3.91%
$3.80
1.80%
-2.37%
-0.31%
1.35%
0.03%
SWPPX | Fund | Other
$91.00
+1.09%
$111.14 B
1.23%
$1.11
26.41%
9.74%
15.20%
13.04%
0.02%
FSKAX | Fund | Other
$162.65
+0.10%
$107.41 B
0.32%
$0.52
24.31%
8.72%
13.83%
12.60%
0.02%
VIG | ETF |
$197.31
+0.95%
$106.01 B
1.78%
$3.50
17.96%
7.22%
11.63%
11.26%
0.06%
IWF | ETF |
$407.33
+1.08%
$104.00 B
0.42%
$1.70
35.20%
10.90%
19.16%
16.62%
0.19%
IJH | ETF |
$62.36
+0.66%
$101.32 B
1.71%
$1.07
13.79%
5.45%
10.33%
9.58%
0.05%
VXF | ETF |
$192.94
+1.36%
$100.44 B
1.19%
$2.31
18.32%
3.20%
10.20%
9.74%
0.06%
IJR | ETF |
$115.83
+0.64%
$94.71 B
3.93%
$4.55
9.13%
2.39%
8.38%
9.00%
0.06%
VTTHX | Fund | Investor
$24.80
+0.53%
$93.42 B
2.22%
$0.55
12.85%
3.63%
7.33%
7.51%
0.08%
VTHRX | Fund | Investor
$39.36
+0.46%
$90.61 B
2.34%
$0.92
11.63%
3.02%
6.55%
6.93%
0.08%
VFORX | Fund | Investor
$44.50
+0.54%
$82.64 B
2.11%
$0.94
14.04%
4.25%
8.11%
8.08%
0.08%
VGT | ETF |
$631.61
+1.58%
$81.16 B
0.49%
$3.11
31.46%
12.26%
21.94%
20.71%
0.10%
IWM | ETF |
$221.92
+0.94%
$80.96 B
1.25%
$2.78
11.45%
1.36%
7.32%
7.82%
0.19%
VTIVX | Fund | Investor
$30.48
+0.63%
$79.93 B
2.00%
$0.61
15.20%
4.82%
8.89%
8.57%
0.08%
FSAKX | Fund | Other
$10.29
-0.10%
$77.43 B
0.93%
$0.10
-
-
-
-
0.49%
VYM | ETF |
$127.12
+0.35%
$76.48 B
3.03%
$3.86
17.87%
8.05%
9.86%
9.58%
0.06%
VTTVX | Fund | Investor
$20.16
+0.40%
$76.46 B
2.51%
$0.51
10.30%
2.42%
5.76%
6.33%
0.08%
VFIFX | Fund | Investor
$51.14
+0.63%
$75.87 B
1.93%
$0.98
16.00%
5.22%
9.19%
8.73%
0.08%
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