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Investing.com -- Warren Buffett has issued a massive warning on the dangers of protectionism, arguing that trade should not be used as a political weapon and calling tariffs "an...
U.Today - Michael Saylor, a Bitcoin bull and co-founder of BTC-powered behemoth Strategy has addressed the community with a brief report about the performance shown by various...
Investing.com -- The S&P 500 closed higher for a ninth-straight day Friday, notching its longest winning streak in more than 20 years as a strong jobs growth as well as on hopes of...
When planning for retirement, securing a reliable income stream is a top priority. Many retirees turn to annuities for retirement income as a way to guarantee financial stability....
European and U.S. stock futures are poised for a strong open on Friday, May 2, 2025, following positive developments in U.S.-China trade relations and robust earnings from major...
As the charts show, we have a Nasdaq and S&P 500 that both pushed through their 50-day MAs, even though daily candlesticks look 'toppy'. The Nasdaq closed the day with net...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1015 | 990 | 1153 | 2004 | 2433 |
Fund Return | 1.48% | 1.48% | -1.01% | 4.87% | 14.91% | 9.3% |
Place in category | 605 | 605 | 1122 | 903 | 774 | 283 |
% in Category | 51 | 51 | 97 | 83 | 77 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman Focused S | 1.35B | 1.30 | 3.66 | 9.09 | ||
AMG Yacktman Focused I | 1.17B | 1.36 | 3.87 | 9.29 | ||
AMG GW&K Municipal Bond I | 930.47M | -0.38 | 1.60 | 1.78 | ||
AMG River Road Small Cap Value I | 951.46M | -3.83 | 6.99 | 9.41 | ||
AMG TimesSquare Mid Cap Growth I | 647.15M | -3.51 | 4.79 | 10.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.61B | 3.54 | 8.56 | 11.37 | ||
Vanguard Equity-Income Adm | 52.53B | 2.76 | 8.03 | 10.37 | ||
Vanguard Windsor II Admiral | 46.59B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 39.88B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 37.77B | 2.62 | 8.03 | 10.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 7.75 | 5.49 | +0.92% | |
Canadian Natural | CA1363851017 | 6.94 | 40.04 | +0.10% | |
Samsung Electronics Co Pref | KR7005931001 | 5.66 | 45,300 | -3.31% | |
Microsoft | US5949181045 | 3.84 | 435.28 | +2.32% | |
Charles Schwab | US8085131055 | 3.25 | 83.11 | +1.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Neutral | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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