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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 | 1084 | 1018 | 1203 | 1146 | 1392 | 1700 |
Fund Return | 8.4% | 1.79% | 20.3% | 4.65% | 6.85% | 5.45% |
Place in category | 626 | 339 | 616 | 113 | 396 | 396 |
% in Category | 85 | 45 | 82 | 19 | 60 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Templeton Growth Adv | 195.49M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 53.06M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 291.97M | 6.83 | 4.60 | 4.33 | ||
Templeton Growth A | 8.1B | 6.54 | 4.28 | 3.99 | ||
Franklin Rising Dividends A | 20B | 11.49 | 4.99 | 10.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.24B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 56.38B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Balanced K | 9.19B | 13.96 | 4.89 | 9.61 |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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