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Investing.com – The S&P 500 rebounded Tuesday, underpinned by dip buying in tech following a rout a day earlier on AI competition fears from Chinese AI startup DeepSeek. At 12:58...
Kathy Manning, a congress member representing North Carolina's 6th congressional district, recently made a series of significant transactions involving Seven Bridges funds,...
Investing.com -- Every first of the month, InvestingPro members receive an update with a list of AI-picked stocks for the month ahead. Based on a multitude of datasets compiled...
On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. As we noted...
Bitcoin continues its post-election run with the December pullback coming to an end. The emergence from a picture-perfect cup-and-handle pattern opens up 130K as an upside - and...
Overseas investors have never been more bullish on U.S. equities than they are today. “Over the past three months, foreigners purchased US equities at a record pace of $76.5B,”...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 985 | 1145 | 1248 | 1762 | 2801 |
Fund Return | 14.51% | -1.53% | 14.51% | 7.67% | 11.99% | 10.85% |
Place in category | 574 | 543 | 574 | 234 | 82 | 36 |
% in Category | 49 | 47 | 49 | 25 | 11 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 37.32B | 3.80 | 4.13 | 4.37 | ||
Dodge & Cox Balanced | 11.9B | 8.85 | 4.72 | 7.95 | ||
Dodge & Cox Global Stock | 9.98B | 5.10 | 5.99 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.88B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 | ||
American Funds American Mutual R6 | 32.72B | 15.30 | 6.63 | 9.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 3.41 | 212.54 | -0.28% | |
Charles Schwab | US8085131055 | 3.38 | 82.76 | +0.28% | |
Rtx Corp | US75513E1010 | 3.20 | 128.63 | +2.86% | |
Wells Fargo&Co | US9497461015 | 3.06 | 77.55 | -0.50% | |
Sanofi ADR | US80105N1054 | 2.90 | 52.90 | -0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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