The markets teetered Friday after the monthly U.S. jobs report showed that wages surged in January, raising concerns about higher inflation. The sell-off continued Monday with the Dow Jones industrial average plunging 1,175 points.
| Investment | Ticker | Morningstar Category | Assets($,B) | 1/26-2/5 | |
|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | $701.07 | -6.62% |
| 2 | Vanguard 500 Index Investor | VFINX | Large Blend | $421.09 | -6.68% |
| 3 | SPDR® S&P 500 ETF | SPY | Large Blend | $284.01 | -6.65% |
| 4 | Vanguard Institutional Index I | VINIX | Large Blend | $241.17 | -6.67% |
| 5 | American Funds Growth Fund of Amer A | AGTHX | Large Growth | $180.48 | -5.54% |
| 6 | Fidelity® 500 Index Investor | FUSEX | Large Blend | $149.72 | -6.67% |
| 7 | iShares Core S&P 500 ETF | IVV | Large Blend | $148.21 | -6.67% |
| 8 | Fidelity® Contrafund® | FCNTX | Large Growth | $133.63 | -5.91% |
| 9 | American Funds Washington Mutual A | AWSHX | Large Value | $100.50 | -6.21% |
| 10 | Vanguard Mid Cap Index Institutional | VMCIX | Mid-Cap Blend | $99.23 | -6.38% |
| 11 | American Funds Fundamental Invs A | ANCFX | Large Blend | $95.91 | -6.22% |
| 12 | American Funds Invmt Co of Amer A | AIVSX | Large Blend | $90.86 | -5.43% |
| 13 | Vanguard Small Cap Index Inv | NAESX | Small Blend | $87.03 | -6.70% |
| 14 | Vanguard Growth Index Investor | VIGRX | Large Growth | $77.88 | -6.29% |
| 15 | Dodge & Cox Stock | DODGX | Large Value | $70.90 | -6.98% |
| 16 | Vanguard Value Index Inv | VIVAX | Large Value | $68.26 | -6.86% |
| 17 | Vanguard PRIMECAP Inv | VPMCX | Large Growth | $66.54 | -6.33% |
| 18 | Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | $65.02 | -6.44% |
| 19 | American Funds AMCAP A | AMCPX | Large Growth | $61.92 | -5.28% |
| 20 | PowerShares QQQ ETF | QQQ | Large Growth | $60.67 | -6.07% |
| 21 | Vanguard Windsor® II Inv | VWNFX | Large Value | $52.26 | -7.16% |
| 22 | Fidelity® Total Market Index Investor | FSTMX | Large Blend | $52.19 | -6.62% |
| 23 | T. Rowe Price Growth Stock | PRGFX | Large Growth | $51.66 | -5.52% |
| 24 | American Funds American Mutual A | AMRMX | Large Value | $48.36 | -5.60% |
| 25 | MFS® Value A | MEIAX | Large Value | $47.46 | -6.65% |
| 26 | T. Rowe Price Blue Chip Growth | TRBCX | Large Growth | $45.80 | -5.57% |
| 27 | Vanguard Instl Ttl Stk Mkt Idx InstlPls | VITPX | Large Blend | $45.55 | -6.61% |
| 28 | Fidelity® Growth Company | FDGRX | Large Growth | $45.47 | -6.07% |
| 29 | iShares Core S&P Mid-Cap ETF | IJH | Mid-Cap Blend | $43.34 | -6.90% |
| 30 | Fidelity® Low-Priced Stock | FLPSX | Mid-Cap Value | $40.51 | -6.57% |
| 31 | iShares Russell 2000 ETF | IWM | Small Blend | $40.17 | -6.88% |
| 32 | iShares Russell 1000 Growth ETF | IWF | Large Growth | $39.03 | -6.30% |
| 33 | iShares Russell 1000 Value ETF | IWD | Large Value | $36.95 | -6.93% |
| 34 | Vanguard Dividend Appreciation ETF | VIG | Large Blend | $35.87 | -6.62% |
| 35 | iShares Core S&P Small-Cap ETF | IJR | Small Blend | $35.17 | -6.91% |
| 36 | Vanguard Dividend Growth Inv | VDIGX | Large Blend | $34.71 | -6.39% |
| 37 | Vanguard Equity-Income Inv | VEIPX | Large Value | $32.59 | -6.86% |
| 38 | Schwab® S&P 500 Index | SWPPX | Large Blend | $31.66 | -6.65% |
| 39 | Vanguard Small Cap Value Index Inv | VISVX | Small Value | $30.51 | -7.14% |
| 40 | Vanguard High Dividend Yield ETF | VYM | Large Value | $30.33 | -6.79% |
| 41 | T. Rowe Price Mid-Cap Growth | RPMGX | Mid-Cap Growth | $30.05 | -5.18% |
| 42 | Fidelity Advisor® New Insights I | FINSX | Large Growth | $29.76 | -5.80% |
| 43 | Harbor Capital Appreciation Instl | HACAX | Large Growth | $29.49 | -6.18% |
| 44 | T. Rowe Price Equity Index 500 | PREIX | Large Blend | $28.94 | -6.67% |
| 45 | T. Rowe Price Value | TRVLX | Large Value | $26.62 | -6.44% |
| 46 | Strategic Advisers® Core | FCSAX | Large Blend | $25.44 | -6.57% |
| 47 | Fidelity® Blue Chip Growth | FBGRX | Large Growth | $25.30 | -6.43% |
| 48 | Invesco Diversified Dividend A | LCEAX | Large Value | $25.02 | -5.45% |
| 49 | DFA US Large Cap Value I | DFLVX | Large Value | $24.77 | -6.95% |
| 50 | DFA US Core Equity 2 I | DFQTX | Mid-Cap Blend | $23.41 | -6.81% |
| 51 | S&P 500 | n/a | -6.66% |
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
