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Investing.com - The amount of Americans who have raised their spending over the past three months has slipped as consumers fret over uncertainty around U.S. President Donald...
Investing.com -- Morgan Stanley’s top strategist expects the S&P 500 to trade within a range of 5000 to 5500, as offsetting market forces keep equities in flux. While the recent...
Investing.com - U.S. President Donald Trump's tariffs have pushed global financial markets to a "crucial inflection point" that could determine the ultimate impact of the changes,...
As discussed in “Credit Spreads,” the one market signal worth your attention is “credit.” Credit spreads reflect the perceived risk of corporate bonds compared to government...
In November last year, I discussed the importance of yield spreads, historically the market’s “early warning system.” To wit:“ “Yield spreads are critical to understanding market...
The misinformation age has gone from bad to worse, which means the onus is on all of us to read reports thoroughly, not just the headlines and what is being talked about on social...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1003 | 1003 | 1054 | 1189 | 1932 | 2249 |
Fund Return | 0.26% | 0.26% | 5.37% | 5.93% | 14.08% | 8.44% |
Place in category | 23 | 23 | 107 | 31 | 5 | 7 |
% in Category | 17 | 17 | 64 | 17 | 7 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 110.54B | -0.16 | 5.50 | 7.88 | ||
The Vanguard Target Retire 2040 Tr2 | 110.54B | -0.16 | 5.48 | 7.87 | ||
Vanguard Target Retire Trust Plus40 | 110.54B | -0.16 | 5.51 | 7.89 | ||
Vanguard Target Retirement 2040 Inv | 93.58B | -0.21 | 5.47 | 7.80 | ||
American Funds 2040 Trgt Date RetR6 | 30.38B | -0.78 | 6.36 | 9.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.14 | - | - | |
Fidelity Series Large Cap Stock | - | 8.85 | - | - | |
Fidelity Series Growth Company | - | 8.80 | - | - | |
Fidelity Series International Value | - | 7.28 | - | - | |
Fidelity Series Overseas | - | 7.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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