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Investing.com -- Carson Block, founder of Muddy Waters (NYSE:WAT) Capital, predicts that short-sellers might face increased scrutiny under the Trump administration. Speaking with...
Investing.com -- A senior Federal Reserve official has warned that the US economy is now more susceptible to inflationary shocks, as businesses prepare for potential economic...
Investing.com -- Wells Fargo (NYSE:WFC) Investment Institute has raised its year-end 2025 target for the S&P 500 index to 6500-6700, reflecting expectations for stronger...
A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...
With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...
In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500 earnings as well as our price targets for the index. We did so because we believe that Trump 2.0...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1207 | 1041 | 1392 | 1071 | 1756 | 2820 |
Fund Return | 20.68% | 4.07% | 39.21% | 2.32% | 11.92% | 10.92% |
Place in category | 77 | 72 | 80 | 110 | 101 | 40 |
% in Category | 21 | 22 | 25 | 39 | 35 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.78B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.15B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 93.83B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 88.35B | 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 New Perspective A | 61.4B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 37.45B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.28B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 18.91B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy R6 | 11.02B | 21.02 | 2.68 | 11.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.18 | 163.94 | +0.42% | |
Microsoft | US5949181045 | 5.01 | 412.87 | -0.43% | |
Amazon.com | US0231351067 | 3.88 | 198.38 | -2.22% | |
Meta Platforms | US30303M1027 | 3.30 | 563.09 | -0.43% | |
NVIDIA | US67066G1040 | 2.68 | 146.67 | +0.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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