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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 999 | 1042 | 1078 | - | - |
Fund Return | 2.6% | -0.1% | 4.17% | 2.54% | - | - |
Place in category | 508 | 528 | 508 | 382 | - | - |
% in Category | 99 | 98 | 99 | 92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.09B | 5.63 | 6.62 | 5.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.38B | 3.43 | 10.90 | 7.73 | ||
Vanguard Wellesley Income Inv | 8B | 5.58 | 6.55 | 5.81 | ||
American Funds Income Portfolio A | 6.13B | 7.99 | 9.70 | 6.49 | ||
Hartford Balanced Income A | 4.56B | 5.40 | 7.38 | 6.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bpz Resources Inc Escrow | - | 0.00 | - | - | |
Alpha Nat Res Hldgs Pfd | - | 0.00 | - | - | |
Anr Pfd | - | 0.00 | - | - | |
Anr ([Wts/Rts]) | - | 0.00 | - | - | |
Apple 1.9% | - | 0.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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