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Investing.com -- Bank of America warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s dovish tone...
Investing.com -- Federal Reserve Chair Jerome Powell on Friday signaled that an interest rate cut could come as soon as next month, balancing concerns over a cooling labor market...
Investing.com -- Federal Reserve Chair Jerome Powell delivered a closely watched speech during the central bank’s annual gathering in Jackson Hole, Wyoming, a venue that has...
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment...
In our previous update from July 31, see here, we anticipated for the S&P 500 (SPX), based on the Elliott Wave (EW) Principle, that “… now that the $6380-6460 zone has been...
The latest economic data suggests the US economy is decelerating. That means growth is slowing, jobs are shrinking, and households are spending less. As we showed in a recent...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 1121 | 1137 | 1532 | 1950 | 3362 |
Fund Return | 9.49% | 12.13% | 13.67% | 15.28% | 14.29% | 12.89% |
Place in category | 295 | 1037 | 790 | 758 | 694 | 290 |
% in Category | 19 | 70 | 56 | 59 | 61 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 15.53B | 9.62 | 15.51 | 13.13 | ||
Parnassus Endeavor Investor | 2.97B | 7.93 | 10.90 | 12.44 | ||
Parnassus Endeavor Institutional | 1.63B | 8.08 | 11.16 | 12.69 | ||
Parnassus Mid Cap Institutional | 1.4B | 8.83 | 7.55 | 8.75 | ||
Parnassus Mid-Cap | 1.16B | 8.69 | 7.32 | 8.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.21 | 507.23 | +0.59% | |
NVIDIA | US67066G1040 | 7.03 | 177.99 | +1.72% | |
Amazon.com | US0231351067 | 6.29 | 228.84 | +3.10% | |
Alphabet A | US02079K3059 | 4.82 | 206.09 | +3.17% | |
Deere&Company | US2441991054 | 4.02 | 495.99 | +1.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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