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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 | 41.38B | 9.17 | 8.74 | 5.97 | ||
| Vanguard Tax-Managed Balanced Adm | 11.51B | 10.90 | 13.54 | 8.35 | ||
| Vanguard Wellesley Income Inv | 7.92B | 9.10 | 8.66 | 5.89 | ||
| American Funds Income Portfolio A | 6.41B | 12.18 | 11.59 | 6.95 | ||
| Hartford Balanced Income A | 4.61B | 8.43 | 8.85 | 6.27 |
| 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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