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Investing.com -- With just over six trading days left in 2024, the Santa Claus rally in stocks is “nowhere in sight,” Piper Sandler analysts said in a note. The investment firm’s...
Investing.com -- Momentum seems to be taking precedence over the traditional indicator of market health, breadth, according to Morgan Stanley (NYSE:MS). This shift emerges as...
Investing.com -- Analysts at Capital Economics said in a research note Monday that they are maintaining their 2025 year-end forecast of 7,000 despite the slump last week following...
Powell & A Government Shutdown Hits Stocks Last week, we noted the ongoing market churn that could last into this week’s Fed meeting. To wit: “That certainly seemed the case...
It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are...
According to Bank of America, institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes this is a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1273 | 1059 | 1324 | 1300 | 1881 | 2949 |
Fund Return | 27.26% | 5.89% | 32.45% | 9.14% | 13.47% | 11.42% |
Place in category | 617 | 1026 | 736 | 935 | 829 | 602 |
% in Category | 45 | 73 | 54 | 73 | 69 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 8.71B | -0.26 | -6.47 | 1.47 | ||
Oppenheimer Developing Markets I | 6.04B | -0.13 | -6.33 | 1.63 | ||
Oppenheimer Global A | 6.1B | 15.64 | 2.34 | 9.27 | ||
Oppenheimer Capital Appreciation A | 5.33B | 35.02 | 8.08 | 13.09 | ||
Oppenheimer Discovery Mid Cap Growt | 3.94B | 34.08 | 1.87 | 12.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.42 | 137.90 | +2.38% | |
Microsoft | US5949181045 | 7.02 | 433.67 | -0.67% | |
Apple | US0378331005 | 5.61 | 254.44 | -0.02% | |
Amazon.com | US0231351067 | 4.60 | 225.82 | +0.40% | |
Alphabet A | US02079K3059 | 3.16 | 193.30 | +0.99% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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