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Investing.com -- UBS said in a note Friday that investors should scale back exposure to most cyclical stocks outside of a few favored areas, citing weakening macro trends,...
Investing.com -- The economic drag from U.S. tariffs could deepen significantly as delayed effects take hold and new measures are implemented, according to Barclays ...
Investing.com - Disagreements over Taiwan are now less likely to derail trade discussions between the United States and China, according to analysts at BCA Research. At the moment,...
Dividend stocks appeal to investors because they deliver consistent income, regardless of market volatility. These companies tend to be financially healthy - after all, only...
While the market steadily rose throughout June and July, corporate insiders were growing less enthusiastic about the stock market. Less than a third of S&P 500 companies saw...
The S&P 500 closed higher, propelled mainly by Apple (NASDAQ:AAPL), while the equal-weight index ended the day essentially unchanged, highlighting the lone standout in an...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1146 | 1147 | 1614 | 2147 | 3530 |
Fund Return | 8% | 14.56% | 14.68% | 17.3% | 16.51% | 13.44% |
Place in category | 709 | 420 | 655 | 261 | 123 | 112 |
% in Category | 50 | 26 | 49 | 19 | 11 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.34B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 30.95B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 21.59B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.29B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.01B | 6.56 | 8.67 | 9.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 8.05 | 16.40 | 12.99 | ||
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Vanguard 500 Index Admiral | 586.6B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 418.7B | 8.04 | 16.38 | 12.97 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.99 | 521.54 | +0.14% | |
NVIDIA | US67066G1040 | 7.78 | 182.35 | +0.88% | |
Apple | US0378331005 | 5.70 | 229.63 | +4.36% | |
Amazon.com | US0231351067 | 4.39 | 222.54 | -0.26% | |
Meta Platforms | US30303M1027 | 3.63 | 763.52 | +0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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