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Investing.com - U.S. stock futures inch down, with markets digesting the implications of mixed consumer price data and gearing up for even more inflation figures. A host of U.S....
Investing.com -- Commerce Secretary Howard Lutnick detailed key aspects of U.S. trade policy during an interview on CNBC Tuesday, highlighting strategic approaches to China, steel...
Investing.com - Investor sentiment is now at its most bullish since February, fueled by hopes for increased corporate profits and surging risk appetite, according to BofA. Citing...
It was the first real bearish day in a while, but one bearish day is not something to get too concerned about. For the Russell 2000 (IWM), there was a sizable bearish engulfing...
It’s not often that you get a clean sweep of bullishness across the board. Stocks, rates, the dollar, implied volatility, implied correlations, VVIX, and CDX high-yield credit...
S&P 500® EPS growth expected to come in at 4.8% for Q2, which would be the lowest growth rate since Q4 2023. Banks unofficially kick off the season when JPMorgan Chase,...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1096 | 1155 | 1764 | 2023 | 2745 |
Fund Return | 11.51% | 9.63% | 15.52% | 20.83% | 15.13% | 10.62% |
Place in category | 11 | 27 | 157 | 7 | 338 | 106 |
% in Category | 1 | 4 | 15 | 1 | 32 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture Y | 1.82B | 11.66 | 21.13 | 10.90 | ||
Davis Global Y | 625.22M | 14.26 | 19.32 | 9.17 | ||
Davis Financial A | 544.99M | 13.77 | 22.57 | 11.19 | ||
Davis Financial Y | 530.12M | 13.91 | 22.85 | 11.45 | ||
Davis Opportunity A | 309.92M | 9.50 | 17.11 | 10.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.3B | 7.50 | 14.89 | 11.51 | ||
Vanguard Equity-Income Adm | 52.66B | 7.10 | 12.77 | 10.87 | ||
Vanguard Windsor II Admiral | 47.19B | 6.09 | 15.45 | 10.98 | ||
American Funds American Mutual A | 43.06B | 8.50 | 12.46 | 10.37 | ||
Vanguard Value Index Adm | 37.2B | 5.59 | 13.08 | 10.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Capital One Financial | US14040H1059 | 8.97 | 215.34 | -2.49% | |
Berkshire Hathaway A | US0846701086 | 8.32 | 705,000 | -0.86% | |
Meta Platforms | US30303M1027 | 7.17 | 710.39 | -1.46% | |
Applied Materials | US0382221051 | 4.46 | 199.29 | +1.11% | |
MGM | US5529531015 | 4.23 | 37.72 | -1.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Neutral | Strong Sell |
Summary | Strong Sell | Sell | Strong Sell |
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