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Investing.com -- U.S. stocks traded mostly unchanged Monday, pausing for breath after a positive week as investors awaited a meeting between Ukraine President Volodymyr Zelensky...
Investing.com - The "stakes are high" ahead of an annual economic symposium later this week that will feature a much-anticipated speech from Federal Reserve Chair Jerome Powell,...
Investing.com -- Morgan Stanley reiterated its baseline call that the Federal Reserve will remain on hold this year, despite markets now pricing almost a full rate cut for...
Since 2015, the performance of the S&P 500 has been more than double that of stocks from the Euro Stoxx 50 (FEZ) and the iShares developed markets ETF (NYSE:EFA). However,...
How is the weather in the United States? You could answer by citing an average temperature or precipitation level. However, doing so would severely misrepresent the weather in...
The volatility crush on Tuesday was larger than I expected, especially since the VIX1D barely topped 16 on Monday. Still, it was enough to lift S&P 500 futures about 60 bps at...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 1167 | 1204 | 1721 | 2096 | 3375 |
Fund Return | 13.72% | 16.66% | 20.4% | 19.83% | 15.95% | 12.93% |
Place in category | 57 | 130 | 69 | 80 | 210 | 277 |
% in Category | 4 | 10 | 5 | 6 | 18 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 167.31B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.49B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 103.41B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 93.69B | 10.04 | 15.43 | 12.34 | ||
American Funds Income Fund of Amer | 81.52B | 10.21 | 9.58 | 7.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.90 | 302.38 | -1.29% | |
Microsoft | US5949181045 | 6.03 | 517.80 | -0.45% | |
Philip Morris | US7181721090 | 4.11 | 166.35 | +0.10% | |
NVIDIA | US67066G1040 | 3.45 | 182.59 | +1.19% | |
Transdigm | US8936411003 | 2.77 | 1,390.39 | +0.18% |
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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