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Mutual funds staged a recovery in May, with healthy net sales across equity, fixed income, and money market funds, according to a report from JPMorgan. Overall, May saw inflows of...
Investing.com - The US Federal Reserve had hoped that 2024 would be a year for cutting interest rates. However, with inflation proving more persistent than almost anyone had...
Robust job numbers and continued disinflation in recent weeks are favorable for equities. However, consumers feel worse than the aggregated economic data suggests, Bank of America...
Tech stocks held gains after Powell's press conference, but futures markets are mixed. The S&P 500 continues its record run, with key support levels to watch on any...
It was a good day for indexes as both the Nasdaq and S&P 500 managed to finish at new highs. Gains in the Nasdaq were enough to reverse the 'sell' trigger in...
Stocks with a dividend yield higher than the S&P 500, and decent fair value upside are tough to find. This piece will look at what fair value is and how it is used to...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1039 | 1281 | 1314 | 2080 | 3286 |
Fund Return | 11.27% | 3.9% | 28.14% | 9.53% | 15.77% | 12.63% |
Place in category | 516 | 482 | 533 | 267 | 232 | 87 |
% in Category | 31 | 29 | 37 | 21 | 21 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 23.7B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.37B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.6B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.59B | 8.36 | 8.70 | 11.20 | ||
Schwab Small Cap Index | 5.8B | 2.71 | -1.59 | 7.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.81 | 440.33 | -0.17% | |
Apple | US0378331005 | 5.82 | 215.80 | +1.28% | |
NVIDIA | US67066G1040 | 5.02 | 129.04 | +3.07% | |
Amazon.com | US0231351067 | 3.76 | 185.43 | -0.78% | |
Alphabet A | US02079K3059 | 2.26 | 175.73 | -1.16% |
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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