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%
0.86%
4.61%
5.01%
0.08%
VEA | ETF |
$47.57
-1.51%
$184.11 B
5.99%
$2.85
3.46%
0.96%
4.96%
5.28%
0.06%
IEFA | ETF |
$70.28
+0.59%
$121.55 B
3.22%
$2.26
4.10%
1.30%
4.60%
5.25%
0.07%
VWO | ETF |
$44.40
-1.81%
$110.77 B
9.60%
$4.26
13.81%
0.15%
3.49%
4.16%
0.08%
BNDX | ETF |
$50.15
+0.24%
$100.60 B
24.26%
$12.17
6.52%
0.32%
0.59%
1.97%
0.07%
IEMG | ETF |
$52.98
+0.57%
$80.37 B
4.39%
$2.33
10.44%
-1.01%
2.64%
3.98%
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%
1.13%
4.68%
5.02%
0.07%
ALEFX | Fund | Other
$14.05
+1.96%
$53.05 B
3.81%
$0.53
39.45%
23.77%
13.96%
5.05%
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%
5.64%
10.30%
9.29%
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
4.41%
$0.40
2.50%
-2.29%
0.28%
1.87%
0.60%
SCHF | ETF |
$18.52
+0.60%
$40.97 B
4.58%
$0.84
4.28%
1.49%
5.03%
5.19%
0.06%
JEPI | Active ETF
$58.39
+0.33%
$38.00 B
8.28%
$4.82
14.08%
6.80%
-
-
0.35%
IXUS | ETF |
$66.38
+0.58%
$37.88 B
3.56%
$2.36
6.86%
0.95%
4.38%
4.98%
0.07%
JPST | Active ETF
$50.50
0.00%
$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%
1.25%
31.99%
35.30%
0.97%
VGK | ETF |
$63.27
-1.36%
$23.29 B
4.55%
$2.88
2.18%
1.15%
5.09%
5.02%
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 |
$34.18
-0.93%
$21.07 B
3.58%
$1.24
4.57%
1.03%
4.76%
5.15%
0.03%
CCLFX | Fund | Other
$10.89
0.00%
$20.64 B
10.98%
$1.20
12.58%
9.56%
9.53%
-
1.79%
JEPQ | Active ETF
$57.67
+0.82%
$19.59 B
10.66%
$6.10
27.13%
-
-
-
0.35%
EFV | ETF |
$52.10
+0.56%
$19.29 B
3.50%
$1.82
5.34%
5.80%
4.99%
3.98%
0.33%
BBIEX | Fund | Other
$12.64
-2.09%
$19.17 B
2.39%
$0.30
4.43%
0.11%
3.06%
-
0.63%
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