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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1053 | 1222 | 1170 | 1320 | 1463 |
Fund Return | 13.93% | 5.33% | 22.19% | 5.39% | 5.71% | 3.88% |
Place in category | 8 | 257 | 17 | 19 | 119 | 240 |
% in Category | 3 | 56 | 6 | 4 | 27 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow R | 331.13M | 11.55 | 3.28 | 3.30 | ||
James Small Cap | 55.51M | 18.67 | 13.35 | 7.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.92B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.56B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.21B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 9.01B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.04B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 6.34 | - | - | |
United States Treasury Bonds 5.375% | - | 5.05 | - | - | |
Microsoft | US5949181045 | 3.81 | 423.68 | +1.36% | |
United States Treasury Bonds 5.5% | - | 3.70 | - | - | |
United States Treasury Notes 4.375% | - | 3.59 | - | - |
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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