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Investing.com - Significant and lasting reductions in U.S. government spending would likely need to originate in Congress, rather than through the Elon Musk-led Department of...
Investing.com -- Jefferies analysts voiced an optimistic view heading into Nvidia's (NASDAQ:NVDA) earnings next week, noting that the recent supply chain concerns are...
Investing.com -- U.S. equity funds experienced an inflow for the first time in three weeks in the seven-day period ending February 19. This change was driven by reduced inflation...
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization...
Economic and corporate uncertainties are elevated as we progress through the first quarter. There’s no getting around it, tariffs are the headliner no matter where you go....
The S&P 500 ticked all the boxes as it closed above the 'bull trap' in a fresh breakout that came with a higher volume accumulation. It was a solid statement of intent for...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1048 | 1214 | 1309 | 1933 | 3145 |
Fund Return | 6.15% | 4.8% | 21.42% | 9.38% | 14.09% | 12.14% |
Place in category | 22 | 233 | 248 | 319 | 55 | 14 |
% in Category | 2 | 21 | 22 | 31 | 8 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 38.78B | 4.73 | 4.71 | 4.93 | ||
Dodge & Cox Balanced | 12.42B | 4.07 | 5.91 | 8.73 | ||
Dodge & Cox Global Stock | 10.45B | 5.40 | 6.89 | 8.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.59B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 | ||
American Funds American Mutual R6 | 33.25B | 4.26 | 8.81 | 10.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 4.05 | 234.43 | -0.81% | |
Charles Schwab | US8085131055 | 4.01 | 81.83 | -0.22% | |
Wells Fargo&Co | US9497461015 | 3.24 | 78.63 | -2.14% | |
Rtx Corp | US75513E1010 | 3.17 | 125.11 | -0.24% | |
MetLife | US59156R1086 | 2.93 | 82.74 | -0.40% |
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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