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In recent financial news, Representative Michael Waltz from Florida's 6th congressional district has made notable transactions in BoodleAI, a leading company in artificial...
Investing.com -- As Donald Trump begins his second term as President, Citi analysts have outlined a complex and uncertain outlook for the U.S. economy and global markets in...
Investing.com – The S&P 500 notched a two-week winning streak despite closing lower Friday after giving up gains following a fresh intraday record high as investors digested more...
• Fed FOMC Meeting, PCE inflation data, ‘Big Tech’ earnings will be in focus this week. • Meta’s aggressive push into AI, coupled with strong revenue and earnings growth, makes it...
The S&P 500 extends its rally, breaking key levels as optimism pushes the index higher. Momentum remains strong, with 6,200 points as the next potential target. On the flip...
It was another light day of trading volumes. When we look at the S&P 500 futures, there was less volume yesterday than yesterday, with just under 1.1 million contracts traded....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1242 | 1012 | 1242 | 1285 | 2098 | 3558 |
Fund Return | 24.21% | 1.19% | 24.21% | 8.72% | 15.97% | 13.53% |
Place in category | 515 | 908 | 515 | 364 | 37 | 22 |
% in Category | 37 | 63 | 37 | 27 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 70.89B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 27.26B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 23.04B | 12.80 | 5.24 | 9.37 | ||
JPMorgan Equity Income Select | 16.26B | 12.51 | 4.97 | 9.09 | ||
JPMorgan Growth Advantage R6 | 10.08B | 31.43 | 8.99 | 17.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.26 | 444.06 | -0.59% | |
Apple | US0378331005 | 7.44 | 222.78 | -0.39% | |
NVIDIA | US67066G1040 | 7.29 | 142.62 | -3.12% | |
Amazon.com | US0231351067 | 4.76 | 234.85 | -0.24% | |
Meta Platforms | US30303M1027 | 3.24 | 647.49 | +1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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