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Investing.com -The S&P 500 slumped Monday, as softer manufacturing activity stoked further worry about the economy just days ahead of an upcoming tariff deadline. At 1:11 p.m. ET...
Investing.com -- Active fund managers have made notable shifts in their portfolios, reflecting mixed sentiment and sector rotations, according to Bank of America (BofA)...
Investing.com -- The S&P 500 index recorded a 1.3% decline in February, with 13 out of 17 highlighted factor indices outperforming the benchmark. Ten of these indices even posted...
We had a strong finish to 2024, with the Mott Thematic Growth Portfolio rising 17.85% net of fees and including dividends, while the S&P 500 Total (EPA:TTEF) Return Index...
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old World Order. So, investors are jittery, and a risk-off investment style...
Friday's Oval Office meltdown points to a future of nuclear proliferation. How markets react to this and the long-term prospects for the U.S. remain to be seen, but it's not good...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1103 | 1328 | 1426 | 2093 | 3833 |
Fund Return | 5.17% | 10.34% | 32.75% | 12.56% | 15.91% | 14.38% |
Place in category | 121 | 265 | 309 | 429 | 461 | 433 |
% in Category | 13 | 24 | 29 | 45 | 50 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.12B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 94.65B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 90.13B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 75.8B | 4.29 | 12.58 | 12.76 | ||
American Funds Income Fund of Amer | 79.12B | 3.19 | 5.30 | 7.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Contrafund | 144.79B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 12.75B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 67.37B | 3.25 | 15.74 | 18.31 | ||
Fidelity Blue Chip Growth | 61.8B | 2.25 | 15.58 | 18.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.70 | 663.47 | -0.71% | |
Microsoft | US5949181045 | 4.98 | 393.88 | -0.78% | |
Amazon.com | US0231351067 | 4.45 | 207.89 | -2.07% | |
Broadcom | US11135F1012 | 4.21 | 190.72 | -4.37% | |
NVIDIA | US67066G1040 | 3.87 | 115.63 | -7.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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