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Investing.com -- Bank of America analysts identified ten key macroeconomic themes for 2025 in a note Tuesday, predicting equity upside, policy shifts, and evolving market dynamics....
Investing.com -- Bank of America's Sell Side Indicator (SSI) held steady at 56.7% in November, its highest level since early 2022. Despite the S&P 500 closing at a fresh all-time...
Investing.com -- December is shaping up to be a pivotal month for retail investor repositioning, as year-end tax strategies are expected to play a significant role, according to a...
The matrix below highlights the year-to-date percentage performance of each constituent of the S&P 500. The size of the cells is proportional to the market capitalization of...
Markets were up on the broader index but mixed overall, with 319 names lower in the S&P 500 and 180 higher. The day was uneventful from an equity market standpoint, but we saw...
Investors are weighing stocks' steady growth against Bitcoin's high-risk, high-reward potential. The S&P 500 looks strong, but Bitcoin's fate depends on regulations and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1175 | 1027 | 1325 | 1322 | 1851 | 2944 |
Fund Return | 17.54% | 2.71% | 32.5% | 9.75% | 13.1% | 11.4% |
Place in category | 914 | 983 | 998 | 180 | 809 | 514 |
% in Category | 62 | 67 | 69 | 13 | 66 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 156.16B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 112.24B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.88B | 21.32 | 10.63 | 11.49 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 | ||
American Funds Income Fund of Amer | 79.34B | 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 | 631.62B | 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 % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.27 | 167.13 | +0.37% | |
Microsoft | US5949181045 | 5.55 | 430.44 | -0.13% | |
UnitedHealth | US91324P1021 | 3.00 | 608.15 | -0.06% | |
Eli Lilly | US5324571083 | 2.77 | 812.45 | +1.58% | |
Marsh McLennan | US5717481023 | 2.29 | 230.36 | -1.15% |
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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