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Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
Investing.com -- Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump's 2024 election victory for U.S. equities, arguing that the...
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...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1017 | 1319 | 1234 | 1932 | 3130 |
Fund Return | 16.05% | 1.66% | 31.85% | 7.27% | 14.08% | 12.09% |
Place in category | 1079 | 1218 | 1042 | 806 | 599 | 341 |
% in Category | 72 | 83 | 71 | 63 | 52 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 16.66B | 16.22 | 7.49 | 12.32 | ||
Parnassus Endeavor Investor | 3.32B | 11.44 | 4.57 | 12.83 | ||
Parnassus Endeavor Institutional | 1.82B | 11.65 | 4.81 | - | ||
Parnassus Mid Cap Institutional | 1.77B | 12.72 | 1.40 | - | ||
Parnassus Mid-Cap | 1.41B | 12.51 | 1.19 | 8.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.83 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 6.59 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 5.40 | 197.12 | -0.64% | |
Alphabet A | US02079K3059 | 4.76 | 164.76 | -1.71% | |
Salesforce Inc | US79466L3024 | 4.22 | 342.02 | +1.86% |
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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