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Investing.com--The S&P 500 eked out a gain Monday as President Donald Trump said he was open to to negotiating on trade including with major trading partners such as the European...
Investing.com - Canada’s main stock index exchange ended higher on Monday even as U.S. President Donald Trump escalated his trade war with his country’s biggest trading partners,...
Investing.com -- Dan Niles, founder of Niles Investment Management, maintains a bullish market outlook despite recent tariff threats against multiple nations. Niles noted that the...
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,...
It’s July. Back in March, we expected that Trump’s Tariff Turmoil (TTT) would become less tumultuous by the end of the summer. We figured that President Donald Trump would start...
Week in review: Tariff Uncertainty Drags On The July 9 tariff deadline has come and gone, and market participants are still left with a lot of questions. Trade deals have begun to...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1061 | 1105 | 1302 | 1379 | 1830 |
Fund Return | 7.87% | 6.1% | 10.46% | 9.19% | 6.64% | 6.23% |
Place in category | 13 | 7 | 26 | 25 | 23 | 11 |
% in Category | 8 | 6 | 20 | 30 | 27 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 373.47B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.4B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 119.89B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.63B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.07B | 4.54 | 3.29 | 2.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 35.14B | 6.31 | 8.67 | 6.06 | ||
The Vanguard Target Retire 2020 Tr1 | 29.05B | 6.35 | 8.71 | 6.13 | ||
The Vanguard Target Retire 2020 Tr2 | 29.05B | 6.33 | 8.70 | 6.12 | ||
Vanguard Target Retire Trust Plus20 | 29.05B | 6.33 | 8.72 | 6.14 | ||
American Funds 2020 Trgt Date RetR6 | 9.79B | 8.02 | 9.52 | 6.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 26.04 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 6.47 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.30 | - | - | |
Fidelity Series Growth Company | - | 4.77 | - | - | |
Fidelity Series Large Cap Stock | - | 4.61 | - | - |
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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