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Investing.com -- Investor sentiment toward Europe has turned notably more upbeat, buoyed by falling inflation, lower interest rates, and stronger real incomes. But strategists at...
Investing.com - An agreement to lower tariffs on China has cut the effective U.S. tariff rate on the rest of the world, but the figure is still at its highest level since before...
Investing.com -- Despite improved trade policy sentiment and a rebound in equities, BCA Research warned in a note Wednesday that the U.S. market may struggle to sustain its upward...
The chart of S&P 500 and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971. I love looking at...
Risk management is one of the most crucial elements of successful financial planning, serving as the foundation for both protecting your assets and achieving your long-term...
The Q1 2025 earnings season heads into its final peak week with mostly positive results from S&P 500 companies thus far. With 90% of companies from the index now reporting,...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1028 | 1116 | 1183 | 1452 | - |
Fund Return | 10.67% | 2.83% | 11.59% | 5.76% | 7.75% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | 8 | 24 | 33 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.32 | 4.11 | 1.63 | ||
US3160671075 | 232.51B | 1.34 | 4.14 | 1.66 | ||
US31617H8051 | 116.52B | 1.38 | 4.35 | 1.89 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 3.16 | 1.93 | 1.50 | ||
Strategic Advisers Core Income | 40.35B | 3.33 | 2.23 | 2.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 34.88B | 2.00 | 5.63 | 5.46 | ||
The Vanguard Target Retire 2020 Tr1 | 28.92B | 2.04 | 5.67 | 5.53 | ||
The Vanguard Target Retire 2020 Tr2 | 28.92B | 2.03 | 5.66 | 5.52 | ||
Vanguard Target Retire Trust Plus20 | 28.92B | 2.03 | 5.68 | 5.54 | ||
American Funds 2020 Trgt Date RetR6 | 9.65B | 2.67 | 6.24 | 5.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® Series Investment Grade Bond | - | 23.63 | - | - | |
Fidelity® Series Intrinsic Opps | - | 5.93 | - | - | |
Fidelity® Series Emerging Markets Opps | - | 5.71 | - | - | |
Fidelity® Series Infl-Prtct Bd Idx | - | 5.35 | - | - | |
Fidelity® Series International Value | - | 5.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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