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Investing.com -- The hunt for the next Federal Reserve Chairman is fast underway with Treasury Secretary Scott Bessent leading the charge. Each day, new names are added to the...
Investing.com -- President Donald Trump has signed an executive order extending the pause on U.S. tariffs on Chinese goods for another 90 days, a White House official told CNBC on...
Investing.com -- Federal Reserve Vice Chairs Michelle Bowman and Philip Jefferson, along with Dallas Fed President Lorie Logan, are being considered for the position of Federal...
US exceptionalism still stands strong. Each week, our team takes you through the last seven days in seven charts. 1. US Stocks Have Overtaken Europe in 2025 (In Local...
Meme stock trading has returned in force. As discussed last week, the fear of missing out (FOMO) continues to dominate investor sentiment. The meme stock movement is again...
There will be three large Treasury settlements on Tuesday, Thursday, and Friday, with roughly $130 billion set to be drained from the overnight funding market. The reverse repo...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1117 | 1107 | 1133 | 1462 | 1727 | 2462 |
Fund Return | 11.74% | 10.69% | 13.35% | 13.49% | 11.54% | 9.43% |
Place in category | 8 | 15 | 19 | 14 | 4 | 7 |
% in Category | 4 | 5 | 6 | 6 | 3 | 5 |
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% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 120.42B | 9.70 | 11.85 | 8.80 | ||
The Vanguard Target Retire 2040 Tr2 | 120.42B | 9.70 | 11.84 | 8.79 | ||
Vanguard Target Retire Trust Plus40 | 120.42B | 9.70 | 11.86 | 8.81 | ||
Vanguard Target Retirement 2040 Inv | 99.97B | 9.63 | 11.83 | 8.73 | ||
American Funds 2040 Trgt Date RetR6 | 34.85B | 11.04 | 13.81 | 10.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Growth Company | - | 8.78 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.68 | - | - | |
Fidelity Series Large Cap Stock | - | 8.58 | - | - | |
Fidelity Series International Value | - | 6.72 | - | - | |
Fidelity Series International Growth | - | 6.64 | - | - |
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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