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Investing.com - U.S. stock futures climb on Wednesday, suggesting more gains ahead for Wall Street after tepid inflation data drove the S&P 500 and Nasdaq Composite to all-time...
Investing.com - European stocks climbed higher Wednesday, tracking gains on Wall Street overnight after mild U.S. inflation data raised expectations of easier monetary policy next...
Investing.com -- Treasury Secretary Scott Bessent suggested the Federal Reserve should consider a 50 basis point interest rate cut in September, stating the central bank could have...
The volatility crush on Tuesday was larger than I expected, especially since the VIX1D barely topped 16 on Monday. Still, it was enough to lift S&P 500 futures about 60 bps at...
Stocks instead took the CPI number as confirmation that September is shaping up to be the long-anticipated “insurance cut” in an economy still treading water above the break-even...
When I left for holidays, the Russell 2000 (IWM) made a breakout, only to dip below breakout support. But upon return, the Russell 2000 ($IWM) has gone on to make a new breakout...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1069 | 1095 | 1281 | 1393 | 1919 |
Fund Return | 8.99% | 6.88% | 9.48% | 8.61% | 6.85% | 6.73% |
Place in category | 7 | 2 | 16 | 18 | 16 | 15 |
% in Category | 5 | 1 | 9 | 17 | 16 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 2.33 | 4.38 | 1.73 | ||
US3160671075 | 229.11B | 2.36 | 4.42 | 1.77 | ||
US31617H8051 | 120.63B | 2.43 | 4.62 | 1.99 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.70 | 1.61 | 1.62 | ||
Strategic Advisers Core Income | 44.13B | 4.36 | 2.35 | 2.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.75B | 7.81 | 8.79 | 6.85 | ||
The Vanguard Target Retire 2025 Tr1 | 72.09B | 7.84 | 8.81 | 6.93 | ||
The Vanguard Target Retire 2025 Tr2 | 72.09B | 7.85 | 8.80 | 6.92 | ||
Vanguard Target Retire Trust Plus25 | 72.09B | 7.85 | 8.82 | 6.94 | ||
American Funds 2025 Trgt Date RetR6 | 22.05B | 8.29 | 8.76 | 7.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 22.83 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 9.23 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.04 | - | - | |
Fidelity Series Growth Company | - | 5.51 | - | - | |
Fidelity Series Large Cap Stock | - | 5.39 | - | - |
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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