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Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
Investing.com -- Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump's 2024 election victory for U.S. equities, arguing that the...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
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...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1029 | 1280 | 1152 | 1748 | 2983 |
Fund Return | 9.69% | 2.91% | 27.97% | 4.84% | 11.81% | 11.55% |
Place in category | 1120 | 843 | 1089 | 610 | 894 | 673 |
% in Category | 97 | 71 | 96 | 61 | 87 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PRIMECAP Odyssey Aggressive Growth | 7.24B | 7.83 | -0.14 | 10.43 | ||
PRIMECAP Odyssey Stock | 5.32B | 12.60 | 7.57 | 11.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 66.55B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 8.35 | 748.01 | -0.25% | |
Micron | US5951121038 | 3.03 | 102.64 | -0.12% | |
Aecom Technology | US00766T1007 | 2.68 | 116.31 | +3.33% | |
Raymond James Financial | US7547301090 | 2.55 | 165.18 | +0.85% | |
BeiGene ADS | US07725L1026 | 2.54 | 190.51 | -2.08% |
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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