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Investing.com -- Investors should “fade any rebound in the euro” or European equities relative to their US counterparts, BCA Research said in a Monday note. The investment research...
Investing.com -- Hedge funds significantly reduced their exposure to U.S. equities last week, marking the fastest pace of net selling in three months, according to a report from...
Investing.com-- U.S. stock index futures rose Monday with Wall Street appearing relieved by President-elect Donald Trump nominating prominent investor Scott Bessent as Treasury...
Since the successful test of 20-day MAs earlier last week it has been an uptrend for markets. The Russell 2000 (IWM) has been the clear winner, although the S&P 500 and Nasdaq...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1135 | 1028 | 1281 | 1242 | 1515 | 2168 |
Fund Return | 13.53% | 2.76% | 28.08% | 7.48% | 8.67% | 8.05% |
Place in category | 818 | 571 | 788 | 573 | 873 | 624 |
% in Category | 69 | 47 | 68 | 53 | 85 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.05B | 26.77 | 5.98 | 13.43 | ||
Invesco Equity and Income A | 10.76B | 11.61 | 4.63 | 7.29 | ||
Invesco Comstock A | 7.17B | 14.80 | 9.94 | 9.64 | ||
Invesco SmallCapValue Y | 3.96B | 19.65 | 15.99 | 12.15 | ||
Invesco Charter A | 3.42B | 21.73 | 6.88 | 9.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.35 | 590.87 | -1.11% | |
Walmart | US9311421039 | 3.14 | 90.44 | +2.32% | |
JPMorgan | US46625H1005 | 3.12 | 248.55 | +1.55% | |
Philip Morris | US7181721090 | 2.82 | 129.99 | -0.93% | |
J&J | US4781601046 | 2.52 | 155.17 | -0.21% |
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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