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Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
Investing.com -- Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump's 2024 election victory for U.S. equities, arguing that the...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1147 | 1023 | 1211 | 1324 | 1509 | 1734 |
Fund Return | 14.66% | 2.29% | 21.14% | 9.81% | 8.57% | 5.66% |
Place in category | 36 | 38 | 49 | 21 | 38 | 27 |
% in Category | 37 | 36 | 51 | 25 | 46 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Partners All Cap Value Instl | 1.29B | 11.13 | 7.76 | 9.70 | ||
Boston Partners Small Cap Value II | 544.32M | 9.32 | 4.08 | 7.58 | ||
Boston Partners Global Equity Instl | 233.46M | 9.98 | 7.45 | 7.64 | ||
Boston Partners All Cap Value Inv | 222.1M | 11.93 | 9.56 | 9.73 | ||
Boston Partners Global Long/Short I | 125.34M | 7.83 | 11.92 | 5.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.84B | 5.27 | 3.31 | 5.58 | ||
AQR Long-Short Equity I | 1.99B | 22.21 | 25.67 | 10.46 | ||
Diamond Hill Long-Short I | 1.62B | 9.80 | 4.55 | 6.17 | ||
AB Select US Long/Short Advisor | 1.34B | 16.13 | 5.70 | 7.46 | ||
Calamos Phineus Long/Short I | 951.47M | 8.61 | 4.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.75 | 248.55 | +1.55% | |
AbbVie | US00287Y1091 | 1.54 | 176.95 | +3.04% | |
UnitedHealth | US91324P1021 | 1.53 | 590.87 | -1.11% | |
Wells Fargo&Co | US9497461015 | 1.39 | 75.96 | +1.51% | |
Alphabet A | US02079K3059 | 1.30 | 164.76 | -1.71% |
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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