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Investing.com - The Federal Reserve could wait longer than investors currently anticipate to start cutting interest rates, although those reductions could be faster than expected...
Investing.com - Heightened tariffs between the U.S. and China are a "lose-lose scenario" for both countries, making de-escalation a "shared incentive" ahead of upcoming trade...
Investing.com - The Trump administration's pressure on Ukraine to cede territory to Russia in exchange for a possible peace deal amounts to "modern-day appeasement", former U.S....
It was a boring day, with the S&P 500 falling to start and basically trading sideways. Today, of course, will be the FOMC meeting, and I do not expect anything material to...
An email from a reader of ours led with the title “PCE is quite confusing.” He asked if we would explain the difference between the monthly PCE prices index and the quarterly PCE...
Volatility in the first quarter increased dramatically ahead of President Trump’s highly anticipated tariff plan. That volatility accelerated at the start of the second quarter,...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 956 | 956 | 1053 | 1237 | 2123 | 2719 |
Fund Return | -4.38% | -4.38% | 5.27% | 7.35% | 16.25% | 10.52% |
Place in category | 701 | 701 | 860 | 835 | 867 | 616 |
% in Category | 52 | 52 | 64 | 66 | 74 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 7.65B | 2.44 | 0.15 | 2.47 | ||
Oppenheimer Global A | 5.67B | -5.63 | 5.97 | 8.24 | ||
Oppenheimer Developing Markets I | 4.91B | 2.50 | 0.30 | 2.64 | ||
Oppenheimer Capital Appreciation A | 4.68B | -12.24 | 6.78 | 11.19 | ||
Oppenheimer Discovery Mid Cap Growt | 3.46B | -12.40 | 0.67 | 8.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -4.82 | 8.12 | - | ||
Fidelity 500 Index Institutional Pr | 593.97B | -4.28 | 9.05 | 12.49 | ||
Vanguard 500 Index Admiral | 528.46B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 377.59B | -4.83 | 8.10 | 11.74 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.28 | 9.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.83 | 433.31 | -0.66% | |
NVIDIA | US67066G1040 | 6.64 | 113.54 | -0.25% | |
Apple | US0378331005 | 5.94 | 198.51 | -0.19% | |
Amazon.com | US0231351067 | 5.17 | 185.01 | -0.72% | |
Meta Platforms | US30303M1027 | 3.65 | 587.31 | -2.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Neutral |
Summary | Strong Buy | Buy | Neutral |
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