| # | Trend | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Core S&P 500ReadDesk | Low-cost core | 0.03% | 1.1% | +11.6% | −2.6% | −$23.4B | $872B | |
| 2 | AGG | Core U.S. Aggregate BondReadDesk | Bonds & cash | 0.03% | 4.1% | −0.6% | +2.3% | $3.1B | $139B | |
| 3 | ITOT | Core S&P Total U.S. Stock MarketReadDesk | Low-cost core | 0.03% | 1.0% | +11.6% | −2.6% | −$2.5B | $95.4B | |
| 4 | STIP | 0-5 Year TIPS BondReadDesk | Bonds & cash | 0.03% | 4.6% | +2.0% | +0.9% | $144M | $16.8B | |
| 5 | MLRG | MSCI USAReadDesk | US stocks | 0.03% | 1.0% | new | −2.7% | −$35.8M | $1.3B | |
| 6 | AGGM | 1-10 Year U.S. Aggregate BondReadDesk | Bonds & cash | 0.03% | 3.9% | −0.6% | +2.0% | $2.5M | $131M | |
| 7 | MBB | MBSReadDesk | Bonds & cash | 0.04% | 4.5% | −0.3% | +3.1% | $1.1B | $35.7B | |
| 8 | IDEV | Core MSCI International Developed MarketsReadDesk | International | 0.04% | 3.2% | +9.5% | −0.7% | −$250M | $33.7B | |
| 9 | IUSG | Core S&P U.S. GrowthReadDesk | US stocks | 0.04% | 0.5% | +9.8% | −7.2% | −$2.5B | $32.6B | |
| 10 | IUSV | Core S&P U.S. ValueReadDesk | US stocks | 0.04% | 1.6% | +13.8% | +3.5% | $955M | $28.4B | |
| 11 | IGSB | 1-5 Year Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 4.7% | +1.0% | +0.9% | $221M | $23.6B | |
| 12 | IGIB | 5-10 Year Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 5.1% | −1.5% | +2.0% | $375M | $19.5B | |
| 13 | USIG | Broad USD Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 5.0% | −0.9% | +1.9% | $338M | $17.9B | |
| 14 | ILCG | Morningstar GrowthReadDesk | US stocks | 0.04% | 0.4% | +6.1% | −8.2% | −$267M | $3.0B | |
| 15 | IGLB | 10+ Year Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 5.7% | −3.2% | +3.3% | $85.9M | $2.7B | |
| 16 | IMCB | Morningstar Mid-CapReadDesk | US stocks | 0.04% | 1.2% | +19.6% | +1.5% | $26.4M | $1.7B |
| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Core S&P 500ReadDesk | Low-cost core | −2.6% | −$23.4B | $0.03 | $872B | |
| 2 | AGG | Core U.S. Aggregate BondReadDesk | Bonds & cash | +2.3% | $3.1B | $0.03 | $139B | |
| 3 | ITOT | Core S&P Total U.S. Stock MarketReadDesk | Low-cost core | −2.6% | −$2.5B | $0.03 | $95.4B | |
| 4 | IJH | Core S&P Mid-CapReadDesk | US stocks | +0.6% | $756M | $0.05 | $125B | |
| 5 | IJR | Core S&P Small-CapReadDesk | US stocks | +1.5% | $1.5B | $0.06 | $106B | |
| 6 | IEFA | Core MSCI EAFEReadDesk | International | −1.1% | −$2.0B | $0.07 | $189B | |
| 7 | IEMG | Core MSCI Emerging MarketsReadDesk | International | −11.1% | −$18.3B | $0.09 | $146B | |
| 8 | SGOV | 0-3 Month Treasury BondReadDesk | Bonds & cash | +0.3% | $371M | $0.09 | $117B | |
| 9 | IWF | Russell 1000 GrowthReadDesk | US stocks | −8.5% | −$11.2B | $0.18 | $120B | |
| 10 | IWD | Russell 1000 ValueReadDesk | US stocks | +3.3% | $2.6B | $0.18 | $83.2B | |
| 11 | IWM | Russell 2000ReadDesk | US stocks | −1.3% | −$973M | $0.19 | $75.8B | |
| 12 | EFA | MSCI EAFEReadDesk | International | −0.9% | −$703M | $0.32 | $76.3B |