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Investing.com-- U.S. stock index futures edged higher on Tuesday evening after gains on Wall Street, as investors assessed new President Donald Trump’s policies, while...
Investing.com - The S&P 500 closed higher Tuesday, as expectations for President Donald Trump's policies to accelerate economic growth stoked bullish bets on stocks. At 4:00 p.m....
Banks such as JPM, C and GS started the earnings season off on a positive note when all beat expectations on the top and bottom lines. The pre-peak Late Earnings Report Index...
In a recent post, I discussed Wall Street’s return estimates for 2025 for the S&P 500 index. To wit: “We have some early indications of Wall Street targets for the S&P...
Friday was a bit of a mixed bag. It was good to see the S&P 500 breakout, but it also coincided with a Russell 2000 (IWM) that closed on a 'black' candlestick at downward...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1160 | 1020 | 1160 | 1316 | 1993 | 3042 |
Fund Return | 16.02% | 2.04% | 16.02% | 9.58% | 14.79% | 11.77% |
Place in category | 357 | 22 | 357 | 40 | 9 | 9 |
% in Category | 34 | 3 | 34 | 4 | 1 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Institutional | 7.74B | 16.28 | 9.82 | - | ||
Oakmark International Institutional | 6.53B | -4.37 | -1.24 | - | ||
Oakmark Equity And Income Investor | 4.24B | 8.72 | 3.57 | 6.88 | ||
Oakmark International Investor | 4.2B | -4.60 | -1.49 | 3.43 | ||
Oakmark Select Advisor | 3.8B | 14.29 | 8.18 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.13 | 198.05 | +1.05% | |
Fiserv | US3377381088 | 3.10 | 208.98 | +0.19% | |
Deere&Company | US2441991054 | 2.93 | 463.15 | +1.69% | |
Citigroup | US1729674242 | 2.89 | 81.67 | +2.10% | |
Charles Schwab | US8085131055 | 2.72 | 80.93 | +5.92% |
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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