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Investing.com-- U.S. stock index edged slightly higher on Friday, hovering near record highs as markets processed the Federal Reserve's stance on future rate cuts. At 10:13 ET...
Investing.com -- In its latest Global Economic Perspectives note, UBS outlined a mixed yet cautiously optimistic economic outlook for the U.S. through 2027, influenced by...
The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential...
The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September...
The S&P 500 had a much larger move than I anticipated. I thought we might see some kind of rebound, but I didn’t expect the big move we saw on Tuesday. That was a surprise, as...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1032 | 1244 | 1178 | 1468 | 2003 |
Fund Return | 12.28% | 3.19% | 24.44% | 5.62% | 7.98% | 7.19% |
Place in category | 138 | 22 | 220 | 27 | 183 | 121 |
% in Category | 41 | 6 | 71 | 12 | 66 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.6B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.96B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.5B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.1B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 79.47B | 11.98 | 5.29 | 6.88 | ||
Vanguard LifeStrategy Growth Inv | 22.59B | 12.37 | 3.70 | 7.94 | ||
American Funds Income Fund of Ame | 14.26B | 12.21 | 5.52 | 7.08 | ||
American Funds Growth and Inc A | 12.54B | 13.49 | 4.83 | 8.36 | ||
Invesco Equity and Income A | 10.69B | 11.61 | 4.63 | 7.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Philip Morris | US7181721090 | 2.63 | 125.86 | +1.68% | |
Broadcom | US11135F1012 | 2.10 | 183.79 | -0.01% | |
Gilead | US3755581036 | 2.02 | 96.57 | -1.36% | |
JPMorgan | US46625H1005 | 1.98 | 237.27 | +0.38% | |
EOG Resources | US26875P1012 | 1.56 | 133.84 | +5.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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