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Investing.com - Investor sentiment is now at its most bullish since February, fueled by hopes for increased corporate profits and surging risk appetite, according to BofA. Citing...
Investing.com -- President Donald Trump announced on Tuesday that the United States has reached a trade deal with Indonesia, following direct negotiations with the Indonesian...
Investing.com -- The past eight months have seen U.S. equity markets cycle through three distinct phases, each driven by changing macroeconomic expectations and policy shifts,...
It’s not often that you get a clean sweep of bullishness across the board. Stocks, rates, the dollar, implied volatility, implied correlations, VVIX, and CDX high-yield credit...
S&P 500® EPS growth expected to come in at 4.8% for Q2, which would be the lowest growth rate since Q4 2023. Banks unofficially kick off the season when JPMorgan Chase,...
It’s July. Back in March, we expected that Trump’s Tariff Turmoil (TTT) would become less tumultuous by the end of the summer. We figured that President Donald Trump would start...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1084 | 1146 | 1453 | 1641 | 2427 |
Fund Return | 8.27% | 8.44% | 14.62% | 13.27% | 10.41% | 9.27% |
Place in category | 11 | 45 | 11 | 61 | 57 | 23 |
% in Category | 3 | 11 | 4 | 15 | 17 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 164.1B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 116.95B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 101.91B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 93.07B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 81.82B | 11.71 | 22.03 | 12.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 116.95B | 8.11 | 12.92 | 8.94 | ||
Vanguard Wellington Admiral | 98.12B | 6.79 | 12.77 | 9.12 | ||
Vanguard Balanced Index Adm | 45.66B | 5.40 | 12.47 | 8.62 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 | ||
Fidelity Balanced | 39.28B | 5.30 | 14.06 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.29 | 281.52 | +2.15% | |
Microsoft | US5949181045 | 2.92 | 506.71 | +0.73% | |
Cap Grp Cent Fd Ser Ii | - | 2.89 | - | - | |
Philip Morris | US7181721090 | 2.40 | 180.09 | -0.37% | |
Meta Platforms | US30303M1027 | 1.65 | 718.28 | -0.37% |
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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