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Investing.com -- Deutsche Bank analysts predict the Federal Reserve will implement a 25-basis-point rate cut in December, followed by an "extended pause" that keeps interest rates...
Investing.com -- The rally in the S&P 500 should continue to broaden, Yardeni Research says, pointing to the increasing percentage of companies within the index showing positive...
Investing.com -- Carson Block, founder of Muddy Waters (NYSE:WAT) Capital, predicts that short-sellers might face increased scrutiny under the Trump administration. Speaking with...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...
With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1213 | 1030 | 1382 | 1226 | 1846 | 2869 |
Fund Return | 21.3% | 3.04% | 38.2% | 7.02% | 13.04% | 11.11% |
Place in category | 313 | 849 | 351 | 849 | 822 | 581 |
% in Category | 20 | 58 | 23 | 67 | 67 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 9.02B | 3.65 | -6.63 | 1.68 | ||
Oppenheimer Developing Markets I | 6.4B | 3.79 | -6.50 | 1.85 | ||
Oppenheimer Global A | 6.04B | 14.21 | 0.83 | 9.40 | ||
Oppenheimer Capital Appreciation A | 5.26B | 26.81 | 5.60 | 12.70 | ||
Oppenheimer Discovery Mid Cap Growt | 4.08B | 19.89 | -3.12 | 11.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.23 | 412.87 | -0.43% | |
NVIDIA | US67066G1040 | 6.70 | 146.67 | +0.53% | |
Apple | US0378331005 | 5.72 | 228.52 | -0.21% | |
Amazon.com | US0231351067 | 4.54 | 198.38 | -2.22% | |
Meta Platforms | US30303M1027 | 3.12 | 563.09 | -0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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