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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 | 1209 | 1037 | 1380 | 1297 | 2033 | 3379 |
Fund Return | 20.93% | 3.66% | 37.95% | 9.05% | 15.24% | 12.95% |
Place in category | 369 | 391 | 404 | 314 | 234 | 62 |
% in Category | 23 | 29 | 28 | 23 | 20 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 27.51B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.44B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.93B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.98B | 16.07 | 9.84 | 11.49 | ||
Schwab Small Cap Index | 7.04B | 9.60 | 0.01 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 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 % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.07 | 241.58 | +0.83% | |
NVIDIA | US67066G1040 | 6.72 | 138.85 | +0.16% | |
Microsoft | US5949181045 | 6.22 | 430.33 | -0.15% | |
Amazon.com | US0231351067 | 3.58 | 212.76 | +0.97% | |
Meta Platforms | US30303M1027 | 2.55 | 604.48 | +1.96% |
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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