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Investing.com -- President Trump's team has added former St. Louis Fed President James Bullard and economic consultant Marc Sumerlin to the list of candidates being considered for...
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 ...
In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients, this summer and really the January ’25 meetings too,...
Following the release of our article The High Beta Melt Up- Echoes of 1999, we received a few emails complaining that we left our readers hanging. They wanted to know how...
The E-mini S&P 500 futures have entered a critical stretch where price, time, and cycle analysis converge into a tight decision window. From a price perspective, the bullish...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1054 | 1060 | 1279 | 1656 | 2022 |
Fund Return | 4.12% | 5.43% | 5.96% | 8.54% | 10.62% | 7.3% |
Place in category | 465 | 440 | 422 | 350 | 29 | 186 |
% in Category | 85 | 80 | 80 | 67 | 9 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.23B | 5.95 | 16.68 | 12.33 | ||
Oakmark Institutional | 8.09B | 6.09 | 16.94 | - | ||
Oakmark International Institutional | 5.35B | 20.46 | 11.61 | - | ||
Oakmark International Investor | 4.25B | 20.27 | 11.34 | 4.71 | ||
Oakmark Select Advisor | 4.07B | 2.84 | 15.15 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 116.96B | 9.08 | 11.61 | 8.84 | ||
Vanguard Wellington Admiral | 101.56B | 8.46 | 11.30 | 9.10 | ||
American Funds American Balanced R6 | 59.42B | 9.30 | 11.97 | 9.17 | ||
Vanguard Balanced Index Adm | 47.13B | 6.79 | 10.62 | 8.62 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 2.50 | 201.42 | +2.49% | |
Capital One Financial | US14040H1059 | 2.22 | 208.23 | +0.45% | |
Phillips 66 | US7185461040 | 2.03 | 119.13 | -0.14% | |
ConocoPhillips | US20825C1045 | 1.90 | 93.91 | +1.41% | |
Amazon.com | US0231351067 | 1.87 | 222.69 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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