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Investing.com-- The S&P 500 fell Friday, closing the week lower after widely-watched inflation data came in slightly hotter than expected, denting hopes of sooner rate cuts just as...
Investing.com -- The S&P 500 has fallen 7% from its peak, and earnings estimates for 2025 have been cut by about 4 percentage points. However, according to Bank of America...
Investing.com -- In a note this week, UBS lowered its year-end target for the S&P 500 but remains optimistic about a recovery in U.S. equities, citing policy clarity, economic...
Interesting day in the markets, with the S&P 500 falling by more than 1% and the NASDAQ 100 down about 1.8% yesterday. More importantly, the index fell below the 200-day...
We have had the recovery bounce, now we are going to find out if this bounce is something more than just one fashioned in relief. The S&P 500 had the picture-perfect reversal...
Last year was a record for S&P 500® stock buybacks, led by the now “Lag 7” companies, though the SPX buyback yield dropped to a 2-year low Recent repurchase activity...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 962 | 1029 | 1157 | 1721 | 2375 |
Fund Return | 1.65% | -3.82% | 2.9% | 4.98% | 11.47% | 9.04% |
Place in category | 1137 | 1077 | 1146 | 1029 | 835 | 380 |
% in Category | 95 | 92 | 99 | 95 | 81 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman Focused S | 1.41B | 1.03 | 3.54 | 8.81 | ||
AMG Yacktman Focused I | 1.24B | 1.09 | 3.74 | 9.01 | ||
AMG River Road Small Cap Value I | 985.43M | -0.74 | 8.96 | 9.67 | ||
AMG GW&K Municipal Bond I | 976.49M | 1.87 | 1.23 | 2.04 | ||
AMG TimesSquare Mid Cap Growth I | 637.1M | 3.28 | 8.13 | 11.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.01B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 7.90 | 5.54 | -0.72% | |
Canadian Natural | CA1363851017 | 6.81 | 43.73 | -1.24% | |
Samsung Electronics Co Pref | KR7005931001 | 4.72 | 49,600 | -2.36% | |
Microsoft | US5949181045 | 3.91 | 378.80 | -3.02% | |
P&G | US7427181091 | 2.82 | 168.03 | -0.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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