2P

2065 Preservation Blend Portfolio | JAALX

Mutual Fund
2065 Preservation Blend Portfolio
Last update 2023-07-28 10 Stocks (0 new)
Value $6.00 Mil Turnover 18 %
Countries:
2065 Preservation Blend Portfo... Top Holdings of 2023-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
30,422
2,222.0
+26.84%
34.430
+7.29%
0.000
+0.84%
+3.97%
126,820.3
 
VWO
Vanguard FTSE Emerging Markets ETF
45,561
1,779.2
+27.98%
27.570
+6.03%
0.000
+9.68%
+13.20%
82,406.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
12,304
975.3
+26.21%
15.110
+3.14%
0.000
+2.37%
+5.29%
52,245.6
 
VHT
Vanguard Health Care ETF
2,441
575.7
+16.40%
8.920
+1.26%
0.000
-2.95%
-0.22%
16,029.6
 
XLF
Financial Select Sector SPDR
13,411
425.9
+3.70%
6.600
+0.24%
0.000
+6.21%
+9.73%
50,116.5
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
7,121
242.2
-68.99%
3.750
-9.28%
0.010
+2.95%
+4.45%
3,921.5
 
VGT
Vanguard Information Technology ETF
558
232.6
-2.28%
3.600
-0.08%
0.000
+20.15%
+5.82%
77,333.5
 
DELISTED:03699
Dalian Wanda Commercial Properties Co Ltd
Dalian Wanda Commercial Properties Co Ltd
68
0.2
0%
0.000
0%
0.000
+5.53%
+18.78%
237,685.7
Real Estate
HKSE:06863
China Huishan Dairy Holdings Co Ltd
511
0
0%
0.000
0%
0.000
0%
0%
5,660.1
Consumer Packaged Goods
LSE:NMC
NMC Health PLC
16
0
0%
0.000
0%
0.000
-99.63%
-99.72%
10.4
Healthcare Providers & Services

2065 Preservation Blend Portfolio 's Historical Top Holdings Breakdowns

2065 Preservation Blend Portfolio Total Holding History ($B)

To

2065 Preservation Blend Portfolio 's Asset Allocation

To

2065 Preservation Blend Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

2065 Preservation Blend Portfolio 's Hypothetical Growth since 2023-05-31

2065 Preservation Blend Portfolio 's Yearly Returns

Year Portfolio % % Excess Gain %

2065 Preservation Blend Portfolio 's Holdings Heat Map

Size field:

2065 Preservation Blend Portfolio 's Holdings Bubble Chart

2065 Preservation Blend Portfolio News

  • 1

Discussions on 2065 Preservation Blend Portfolio

No discussions yet.