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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1020 | 1111 | 1076 | 1216 | 1346 |
Fund Return | 3.06% | 2.04% | 11.14% | 2.47% | 3.98% | 3.01% |
Place in category | 14 | 19 | 19 | 34 | 176 | 249 |
% in Category | 5 | 5 | 6 | 6 | 42 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow R | 331.84M | 2.94 | 2.21 | 2.75 | ||
James Small Cap | 45.24M | 3.32 | 8.47 | 5.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 6.06B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 6.93 | - | - | |
United States Treasury Notes 3.125% | - | 6.64 | - | - | |
Microsoft Corp | - | 3.92 | - | - | |
United States Treasury Notes 2.375% | - | 3.28 | - | - | |
Alphabet Inc Class A | - | 2.42 | - | - |
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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