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Recent history has been humbling for nearly every corner of portfolio management. There are exceptions, of course. Several managed futures ETFs, for example, have been relatively...
For the casual observer, the stock market’s rapid slide looks like madness. It was, after all, only last week that the S&P 500 closed at a record high. Six trading days...
A Forbes columnist last week warned that asset allocation is falling on hard times. Rob Isbitts, founder and chief investment officer of Sungarden Investment Research, writes that...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 977 | 1091 | 1047 | 1395 | 2031 |
Fund Return | 9.07% | -2.32% | 9.07% | 1.56% | 6.88% | 7.34% |
Place in category | 551 | 623 | 551 | 541 | 276 | 137 |
% in Category | 76 | 84 | 76 | 78 | 44 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.04B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced | 42.26B | 16.06 | 4.91 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Windsor™ II Inv | - | 14.25 | - | - | |
Vanguard Short-Term Investment-Grade Inv | - | 12.31 | - | - | |
Vanguard GNMA Inv | - | 12.31 | - | - | |
Vanguard Long-Term Investment-Grade Inv | - | 12.24 | - | - | |
Vanguard US Growth Investor | - | 12.13 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Neutral |
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