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In recent financial developments, Suzan K. DelBene, representing Washington's 1st congressional district, has made significant investments in several governmental securities. The...
Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 1022 | 1301 | 1255 | 1766 | 2764 |
Fund Return | 14.76% | 2.21% | 30.14% | 7.87% | 12.04% | 10.7% |
Place in category | 633 | 724 | 562 | 480 | 227 | 61 |
% in Category | 54 | 61 | 50 | 45 | 25 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Homestead Growth | 395.9M | 24.81 | 6.62 | 15.27 | ||
Homestead Stock Index | 265.27M | 19.15 | 8.87 | 12.39 | ||
Homestead Small Company Stock | 258.83M | 3.01 | 3.50 | 6.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.17 | 248.55 | +1.55% | |
Parker-Hannifin | US7010941042 | 4.13 | 706.87 | +0.60% | |
Meta Platforms | US30303M1027 | 3.67 | 559.14 | -0.70% | |
AbbVie | US00287Y1091 | 3.42 | 176.95 | +3.04% | |
Fiserv | US3377381088 | 3.39 | 221.56 | +1.91% |
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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