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Investing.com -- Goldman Sachs noted the rising risk of a U.S. government shutdown following the House of Representatives' rejection of a revised spending package and two-year debt...
Investing.com --US equities experienced a stabilization on Thursday, while US bond yields continued to climb as market participants adjusted their expectations for a more gradual...
Investing.com -- Federal Reserve Bank of Cleveland President, Beth Hammack, expressed her opposition to the central bank's recent rate cut, citing economic strength and the...
I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary...
The Fed's hawkish tone has rattled markets, setting a cautious tone for year-end trading. Key support levels on the Nasdaq 100 and S&P 500 could dictate the next big...
Yesterday, the FED’s forecast for only two rate cuts in 2025 catalyzed the markets to usher in the correction we were already anticipating five weeks ago. Namely, using the...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1036 | 1224 | 1222 | 1553 | 2279 |
Fund Return | 16.91% | 3.61% | 22.35% | 6.91% | 9.21% | 8.59% |
Place in category | 143 | 263 | 118 | 60 | 104 | 46 |
% in Category | 22 | 42 | 19 | 14 | 20 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93.68B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.3B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 | ||
Fidelity Advisor Balanced C | 42.26B | 17.61 | 5.60 | 8.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.68 | 220.79 | +1.13% | |
Microsoft | US5949181045 | 3.45 | 436.60 | -0.10% | |
Cap Grp Cent Fd Ser Ii | - | 2.92 | - | - | |
UnitedHealth | US91324P1021 | 2.10 | 500.13 | +2.22% | |
Meta Platforms | US30303M1027 | 2.08 | 585.25 | -1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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