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Investing.com--U.S. stocks rose Monday, recovering some ground ahead of a Federal Reserve interest rate decision later in the week despite elevated geopolitical tensions. At 09:32...
Investing.com -- JPMorgan Chase & Co. (NYSE:JPM)'s trading desk has shifted from a tactically bullish position to a more cautious stance as geopolitical tensions weigh on U.S....
Investing.com -- UBS analysts said in a note Monday that markets tend to overreact to geopolitical shocks, and the current Middle East tensions may be no exception. “Over 37 years...
The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately. Israel’s airstrikes...
Risk/Reward Favors Patience I am traveling this weekend, so we are producing our weekly report a day early. As such, some charts using end-of-week data are using either Thursday...
Israel is in the middle of the Middle East. Iran has been threatening Israel's existence since it overthrew the Shah of Iran in February 1979. There has been a covert war between...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1018 | 1179 | 1614 | 2169 | 3175 |
Fund Return | 4.3% | 1.85% | 17.88% | 17.29% | 16.75% | 12.25% |
Place in category | 126 | 116 | 30 | 23 | 81 | 231 |
% in Category | 9 | 8 | 4 | 2 | 8 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.97B | 3.26 | 17.89 | 13.31 | ||
American Funds American Balanced A | 113.17B | 3.42 | 8.95 | 8.27 | ||
American Funds Invmt Co of Amer A | 96.59B | 4.19 | 16.94 | 11.91 | ||
American Funds Washington Mutual A | 89.4B | 4.43 | 12.37 | 11.66 | ||
American Funds Income Fund of Amer | 80.03B | 7.60 | 7.41 | 7.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Vanguard 500 Index Admiral | 560.5B | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.41 | 480.18 | +1.10% | |
Meta Platforms | US30303M1027 | 4.45 | 699.93 | +2.58% | |
Broadcom | US11135F1012 | 4.39 | 250.28 | +0.64% | |
Amazon.com | US0231351067 | 3.62 | 213.65 | +0.73% | |
UnitedHealth | US91324P1021 | 2.96 | 307.59 | -1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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