Get AA from list of funds

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mrmass
Posts: 305
Joined: Thu Jul 26, 2018 6:35 pm

Get AA from list of funds

Post by mrmass » Fri Jan 17, 2020 2:58 pm

My DW has these funds in her account and all I'd like to do is calculate the AA on it. I'm not looking to back test or compare. Just determine AA. Can anyone help? Thank you. After this I'll work on getting into 3 funds.

VFIAX Vanguard 500 Index Fund Admiral Shares
VMMXX Vanguard Prime Money Market Fund
VWENX Vanguard Wellington Fund Admiral Shares
VWNEX Vanguard Windsor Fund Admiral Shares
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares

theorist
Posts: 631
Joined: Sat Sep 28, 2019 11:39 am

Re: Get AA from list of funds

Post by theorist » Fri Jan 17, 2020 3:02 pm

Just type them into the fund X ray here, it will tell you the overall portfolio properties:

https://www.morningstar.com/instant-x-ray

Topic Author
mrmass
Posts: 305
Joined: Thu Jul 26, 2018 6:35 pm

Re: Get AA from list of funds

Post by mrmass » Fri Jan 17, 2020 3:16 pm

Thank you.

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