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VWELX Similar Mutual Funds

Comparison results
NamePricePrice ChangePrice TargetSmart ScoreExpense RatioAsset Under ManagementFollow
CGARXCalvert Growth Allocation Fund - Class R6―0.61%348.78M
FRGAXGrowth Allocation Index Fund―0.02%1.57M
ABPZXThe AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z―0.94%82.17M
CMUSXCatholic Responsible Investments Magnus 75/25 Fund Institutional―0.51%174.17M
CMUVXCatholic Responsible Investments Magnus 75/25 Fund Investor―0.66%174.17M
CMNVXCatholic Responsible Investments Magnus 45/55 Fund Investor―0.63%182.84M
FRYBXBalanced Allocation Index Fund―0.02%1.32M
MAGQXMFS Growth Allocation Fund - Class R6―0.61%6.82B
AGGPXMFS Aggressive Growth Allocation Fund - Class R6―0.67%3.07B
WBAIXBalanced Fund - Institutional Class―0.70%171.06M

Performance Comparison

-5%0%5%10%Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Performance comparison by fund
TickerCompany NamePriceChange% Change
CGARXCalvert Growth Allocation Fund - Class R633.132.879.48%
FRGAXGrowth Allocation Index Fund13.651.118.85%
ABPZXThe AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z13.140.070.54%
CMUSXCatholic Responsible Investments Magnus 75/25 Fund Institutional9.900.9610.74%
CMUVXCatholic Responsible Investments Magnus 75/25 Fund Investor9.880.9410.51%
CMNVXCatholic Responsible Investments Magnus 45/55 Fund Investor11.350.666.17%
FRYBXBalanced Allocation Index Fund12.000.524.53%
MAGQXMFS Growth Allocation Fund - Class R627.402.007.87%
AGGPXMFS Aggressive Growth Allocation Fund - Class R635.453.2410.06%
WBAIXBalanced Fund - Institutional Class16.520.382.35%