Allocation for April
Allocations for the Last Twelve Months
Monthly Allocation
Inflation and GDP - Risks We Need to Manage
Posted:March 02, 2025
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MUTUAL FUND QUOTES
USAA
| Date | USIBX | USAAX | USCAX | USIFX |
|---|---|---|---|---|
| 2025-03-28 | 9.2 | 34.74 | 12.01 | 27.93 |
| 2025-03-27 | 9.16 | 35.71 | 12.25 | 28.23 |
| Daily Change | 0.44% | -2.72% | -1.96% | -1.06% |
| Month to Date | 0% | 0% | 0% | 0% |
| Year to Date | 1.43% | -9.84% | -9.15% | 8.05% |
Fidelity
| Date | FCBFX | FOCPX | FDVLX | FWWFX |
|---|---|---|---|---|
| 2025-03-28 | 10.53 | 19.06 | 12.87 | 32.14 |
| 2025-03-27 | 10.48 | 19.59 | 13.11 | 32.74 |
| Daily Change | 0.48% | -2.71% | -1.83% | -1.83% |
| Month to Date | 0% | 0% | 0% | 0% |
| Year to Date | 1.15% | -11.22% | -5.37% | -7.64% |
Vanguard
| Date | VBLAX | VIGAX | VSGAX | VFSAX |
|---|---|---|---|---|
| 2025-03-28 | 10.59 | 190.69 | 88.95 | 28.85 |
| 2025-03-27 | 10.48 | 195.87 | 90.92 | 29.21 |
| Daily Change | 1.05% | -2.64% | -2.17% | -1.23% |
| Month to Date | 0% | 0% | 0% | 0% |
| Year to Date | 1.92% | -9.72% | -9.63% | 2.34% |
