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Mutual Funds and ETFs Scorecard: August 31 Edition
After weeks of rallies, markets posted mixed performances, with most asset classes heading...
Overview
Returns
Income
Allocations
Fees
About
Vanguard Wellesley® Income Fund
VWINX | Fund
$25.82
+0.98%
$62.82 B
2.99%
$0.77
-2.42%
6.30%
5.84%
6.66%
0.23%
BlackRock Multi-Asset Income Portfolio
BIICX | Fund
$9.77
0.00%
$15.95 B
5.31%
$0.52
-6.32%
3.55%
3.63%
5.26%
0.56%
The Hartford Balanced Income Fund
HBLYX | Fund
$14.42
+1.05%
$14.91 B
2.77%
$0.40
-2.54%
7.06%
6.25%
7.71%
0.64%
JPMorgan Income Builder Fund
JNBSX | Fund
$9.43
+0.75%
$12.00 B
4.56%
$0.43
-5.78%
4.60%
4.47%
6.03%
0.60%
Vanguard LifeStrategy Conservative Growth Fund
VSCGX | Fund
$19.72
+0.87%
$11.13 B
2.14%
$0.42
-7.71%
4.78%
4.63%
5.65%
0.12%
Vanguard Tax Managed Balanced Fund
VTMFX | Fund
$37.08
+0.87%
$8.04 B
1.78%
$0.66
-4.03%
8.20%
7.39%
8.15%
0.09%
$12.41
+0.81%
$7.41 B
2.94%
$0.37
-0.99%
7.20%
5.86%
6.87%
0.62%
$14.24
+0.57%
$4.64 B
2.24%
$0.32
-3.23%
6.79%
6.33%
7.53%
0.64%
JPMorgan Investor Conservative Growth Fund
ONCFX | Fund
$12.18
+0.83%
$4.50 B
2.09%
$0.25
-6.19%
4.89%
4.42%
5.10%
0.70%
MFS Conservative Allocation Fund
MACIX | Fund
$16.05
+0.82%
$4.18 B
1.77%
$0.28
-5.63%
5.94%
5.57%
5.95%
0.61%
MFS Diversified Income Fund
DIFIX | Fund
$11.49
+0.61%
$3.12 B
3.49%
$0.40
-4.32%
3.66%
4.00%
5.75%
0.74%
American Funds College 2027 Fund
CSTAX | Fund
$11.77
+0.68%
$2.72 B
1.61%
$0.19
-3.76%
4.97%
4.68%
-
0.66%
$12.00
+0.84%
$2.60 B
2.68%
$0.32
-7.04%
5.79%
4.83%
5.79%
0.89%
Fidelity Asset Manager® 30% Fund
FTINX | Fund
$11.33
+0.80%
$2.53 B
1.27%
$0.14
-5.88%
4.86%
4.26%
4.88%
0.55%
Fidelity Asset Manager® 40% Fund
FFNIX | Fund
$12.14
+0.91%
$2.42 B
1.65%
$0.20
-6.36%
6.19%
5.21%
5.99%
0.57%
Goldman Sachs Income Builder Fund
GSBFX | Fund
$23.04
+0.79%
$2.39 B
3.91%
$0.90
-2.64%
7.18%
5.90%
6.81%
0.81%
$18.50
+0.71%
$2.31 B
1.95%
$0.36
-7.85%
5.17%
5.00%
6.30%
0.60%
T. Rowe Price Retirement Balanced Fund
TRRIX | Fund
$13.27
+0.76%
$1.93 B
1.07%
$0.14
-6.04%
6.12%
5.22%
5.73%
0.49%
$11.37
+0.89%
$1.78 B
1.44%
$0.16
-7.06%
5.04%
4.57%
5.64%
1.14%
Nuveen Flexible Income Fund
NWQIX | Fund
$18.87
+0.53%
$1.65 B
5.21%
$0.98
-6.68%
3.04%
3.25%
5.23%
0.70%
$13.09
+0.62%
$1.57 B
3.21%
$0.42
-4.85%
6.17%
5.01%
5.53%
1.00%
Columbia Income Builder Fund
RBBAX | Fund
$11.25
0.00%
$1.55 B
3.36%
$0.38
-6.92%
4.45%
4.32%
5.15%
0.96%
GuideStone Funds Balanced Allocation Fund
GGIZX | Fund
$11.05
+0.91%
$1.46 B
2.81%
$0.31
-9.28%
4.54%
4.39%
5.28%
0.98%
$11.13
+0.72%
$1.44 B
2.41%
$0.27
-2.65%
5.88%
4.79%
-
0.61%
Invesco Multi-Asset Income Fund
PIYFX | Fund
$8.00
+0.88%
$1.39 B
6.68%
$0.53
-7.60%
-0.94%
0.88%
3.73%
0.61%
$10.43
+0.68%
$1.36 B
2.97%
$0.31
-8.15%
2.70%
3.27%
4.86%
0.78%
$12.70
+0.87%
$1.28 B
2.10%
$0.27
-6.55%
6.32%
5.23%
5.91%
0.79%
Thrivent Moderately Conservative Allocation Fund
TCAAX | Fund
$11.68
+0.95%
$1.21 B
1.33%
$0.16
-7.22%
4.09%
3.93%
5.06%
1.01%
Franklin Conservative Allocation Fund
FTCIX | Fund
$12.45
+0.89%
$1.14 B
1.96%
$0.24
-7.11%
3.97%
3.80%
4.74%
0.84%
$14.32
+1.06%
$995.48 M
2.92%
$0.42
-7.19%
6.45%
5.55%
6.56%
0.67%
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