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Investing.com-- The S&P 500 ended the week higher despite closing lower on Friday, with tech stocks leading the selloff, pressured by jump in Treasury yields. At 4:00 p.m. ET...
Investing.com -- Federal Reserve Chair Jerome Powell is navigating familiar territory as he heads into 2025, aiming to balance the central bank’s independence while avoiding...
Investing.com -- Goldman Sachs predicts that the Federal Reserve will deliver its next interest rate cut of 25 basis points (bps) in March 2025. The bank said in a note Friday that...
After a stellar performance in 2024, Wall Street analysts are projecting another year of solid gains for the S&P 500 in 2025, though expectations vary widely among major...
Nvidia’s breakthroughs in AI technology solidified its position as a transformative force in 2024. The company’s record-setting growth came with challenges, including regulatory...
Yesterday’s market activity was predictable, with the S&P 500 closing flat. Futures volume reflected the holiday mood, with just 840,000 contracts traded. Given that it was...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1050 | 1198 | 1203 | 1564 | 2025 |
Fund Return | 13.21% | 5.03% | 19.82% | 6.35% | 9.36% | 7.31% |
Place in category | 456 | 60 | 299 | 105 | 87 | 167 |
% in Category | 63 | 14 | 42 | 19 | 17 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.02B | 22.76 | 13.36 | 12.38 | ||
Oakmark Institutional | 7.46B | 23.02 | 13.62 | - | ||
Oakmark International Institutional | 7.36B | -3.51 | 0.69 | - | ||
Oakmark International Investor | 4.68B | -3.73 | 0.45 | 3.25 | ||
Oakmark Select Advisor | 3.65B | 20.31 | 11.64 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.57B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.76B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Balanced K | 42.26B | 18.84 | 6.85 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 2.875% | - | 3.25 | - | - | |
Alphabet A | US02079K3059 | 2.98 | 192.76 | -1.45% | |
Fiserv | US3377381088 | 2.60 | 207.95 | -1.11% | |
Glencore | JE00B4T3BW64 | 2.00 | 354.60 | -0.21% | |
IQVIA Holdings | US46266C1053 | 1.92 | 199.39 | -0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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