Disruptors in the Next Six Months
Allocation Percentages for July 2024
This content is for subscribers only. Please subscribe if you would like to see our investment strategies over the last 12 months.
MUTUAL FUND QUOTES
USAA
| Date | USIBX | USAAX | USCAX | USIFX |
|---|---|---|---|---|
| 2024-11-15 | 9.12 | 41.23 | 14.53 | 27.52 |
| 2024-11-14 | 9.12 | 42.09 | 14.75 | 27.63 |
| Daily Change | 0% | -2.04% | -1.49% | -0.4% |
| Month to Date | -0.65% | 4.35% | 4.46% | -2.1% |
| Year to Date | -0.72% | 29.09% | 9.58% | 5.89% |
Fidelity
| Date | FCBFX | FOCPX | FDVLX | FWWFX |
|---|---|---|---|---|
| 2024-11-15 | 10.48 | 21.03 | 16.34 | 39.65 |
| 2024-11-14 | 10.49 | 21.56 | 16.42 | 40.11 |
| Daily Change | -0.1% | -2.46% | -0.49% | -1.15% |
| Month to Date | -0.66% | 2.64% | 3.61% | 1.69% |
| Year to Date | 0.16% | 14.98% | 13.79% | 27.45% |
Vanguard
| Date | VBLAX | VIGAX | VSGAX | VFSAX |
|---|---|---|---|---|
| 2024-11-15 | 10.62 | 204.73 | 98.58 | 28.88 |
| 2024-11-14 | 10.65 | 208.94 | 100.15 | 28.98 |
| Daily Change | -0.28% | -2.01% | -1.57% | -0.35% |
| Month to Date | -1.58% | 3.83% | 5.1% | -2.6% |
| Year to Date | -5.57% | 27.96% | 14.45% | 1.69% |
