Tandem Moderate Aggressive Portfolio (S:0P00019V4B)
29.09
+0.20
(+0.68%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 13.34% | 694.65 | 0.08% |
| iShares Core Dividend Growth ETF | 11.97% | 70.91 | -0.08% |
| SPDR S&P MidCap 400 ETF Trust | 11.83% | 632.24 | 0.14% |
| iShares MSCI EAFE ETF | 10.62% | 99.34 | 0.54% |
| Invesco S&P 500 Eql Wght ETF | 10.57% | 197.56 | -0.02% |
| iShares Core US Aggregate Bond ETF | 8.46% | 100.13 | -0.03% |
| iShares MSCI Emerging Markets ETF | 7.90% | 57.76 | 1.08% |
| Vanguard Information Technology Index Fund ETF | 6.68% | 764.70 | 0.36% |
| Argent Mid Cap ETF | 3.87% | 35.01 | 0.08% |
| iShares MBS ETF | 3.10% | 95.76 | -0.04% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |