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Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI...
Investing.com -- U.S. President Donald Trump has increased his demands in trade negotiations with the European Union, now seeking a minimum tariff of 15 to 20 percent in any...
Investing.com -- Barclays is warning that markets face “negative summer seasonality,” as August and September typically bring elevated volatility, with policy uncertainty and...
A couple of years ago, I wrote about absolute versus relative returns. Given the latest market run, I am getting a lot of questions about chasing returns, and individuals...
Have you ever come across the term death cross in trading? It sounds dramatic—and it is—but not always in the way you might think. Despite the ominous name, this technical chart...
I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real things, fundamental to the global economy, and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1070 | 1112 | 1340 | 1440 | 1926 |
Fund Return | 8.54% | 6.97% | 11.25% | 10.25% | 7.56% | 6.78% |
Place in category | 8 | 6 | 23 | 16 | 18 | 16 |
% in Category | 5 | 4 | 15 | 17 | 18 | 23 |
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 2025 Fun | 74.25B | 7.33 | 10.43 | 6.89 | ||
The Vanguard Target Retire 2025 Tr1 | 72.12B | 7.37 | 10.47 | 6.98 | ||
The Vanguard Target Retire 2025 Tr2 | 72.12B | 7.36 | 10.46 | 6.96 | ||
Vanguard Target Retire Trust Plus25 | 72.12B | 7.37 | 10.48 | 6.99 | ||
American Funds 2025 Trgt Date RetR6 | 22.14B | 8.10 | 10.20 | 7.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 22.41 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 8.98 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.01 | - | - | |
Fidelity Series Growth Company | - | 5.69 | - | - | |
Fidelity Series Large Cap Stock | - | 5.46 | - | - |
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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