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2022 has been a difficult year for financial assets, with the traditional 60/40 portfolio suffering one of its worst annual performances on record. This has many investors asking...
Morningstar recently tested the niche world of publicly traded tactical-allocation funds and found mediocre results at best. The Capital Spectator came to a similar conclusion a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1020 | 1166 | 1104 | 1528 | 2107 |
Fund Return | 5.43% | 2.02% | 16.57% | 3.35% | 8.85% | 7.74% |
Place in category | 290 | 542 | 209 | 213 | 132 | 77 |
% in Category | 40 | 68 | 29 | 34 | 23 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.53B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.63 | 442.57 | +0.22% | |
Apple | US0378331005 | 3.14 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 2.57 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 2.05 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 1.20 | 176.79 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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