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Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
Investing.com -- Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump's 2024 election victory for U.S. equities, arguing that the...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1213 | 1038 | 1398 | 1354 | 2031 | 2967 |
Fund Return | 21.32% | 3.78% | 39.8% | 10.63% | 15.22% | 11.49% |
Place in category | 310 | 314 | 164 | 87 | 249 | 488 |
% in Category | 19 | 25 | 11 | 6 | 21 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.89B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.51B | 13.30 | 5.24 | 8.16 | ||
American Funds Washington Mutual A | 89.06B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 | ||
American Funds Income Fund of Amer | 78.74B | 11.98 | 5.29 | 6.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.07 | 417.00 | +1.00% | |
Meta Platforms | US30303M1027 | 4.57 | 559.14 | -0.70% | |
Broadcom | US11135F1012 | 4.56 | 164.23 | +0.18% | |
Amazon.com | US0231351067 | 3.42 | 197.12 | -0.64% | |
Apple | US0378331005 | 2.96 | 229.87 | +0.59% |
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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