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Investing.com - The U.S. economy grew by more than anticipated in the second quarter, rebounding from a contraction in the first three months of 2025, in a sign of resilience...
Investing.com -- President Trump announced on Wednesday that the United States will impose a 25% tariff plus penalties on India starting August 1, citing the country's purchases of...
Investing.com - U.S. private employers added more roles than anticipated in July, bouncing back from the first decline in more than two years in the prior month, suggesting some...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this...
The S&P 500 closed the week at 6,388.64, notching another fresh record high and extending one of the longest weekly winning streaks in the past three years. This persistent...
Foreign Buyers I: Loading Up on US Treasuries & Equities. The phrase "I have always depended on the kindness of strangers" is a famous line from Tennessee Williams' play, A...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1083 | 1142 | 1438 | 1612 | 2345 |
Fund Return | 8.07% | 8.34% | 14.23% | 12.88% | 10.02% | 8.9% |
Place in category | 22 | 65 | 24 | 97 | 92 | 47 |
% in Category | 4 | 13 | 5 | 21 | 23 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 166.32B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 117.36B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 103.18B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 93.31B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 82.4B | 11.71 | 22.03 | 12.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 117.36B | 8.11 | 12.92 | 8.94 | ||
Vanguard Wellington Admiral | 101.56B | 6.79 | 12.77 | 9.12 | ||
American Funds American Balanced R6 | 59.68B | 8.27 | 13.27 | 9.27 | ||
Vanguard Balanced Index Adm | 47.13B | 5.40 | 12.47 | 8.62 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.76 | 299.87 | +0.82% | |
Microsoft | US5949181045 | 3.60 | 512.81 | +0.05% | |
Cap Grp Cent Fd Ser Ii | - | 2.60 | - | - | |
Philip Morris | US7181721090 | 2.50 | 162.75 | 0.00% | |
Taiwan Semiconductor | US8740391003 | 2.14 | 242.99 | +0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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