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Investing.com -- UBS has lifted its year-end 2025 S&P 500 target to 6,100 from 5,500 and set a new year-end 2026 target of 6,800, citing stronger-than-expected U.S. economic and...
Investing.com -- Despite weaker-than-expected economic data in recent weeks, U.S. stocks have pushed higher, and Yardeni Research says there are four main reasons why. “The...
Investing.com -- BofA’s August Global Fund Manager Survey found investor sentiment at its most bullish since February, with cash levels falling to a historically low 3.9% of assets...
US exceptionalism still stands strong. Each week, our team takes you through the last seven days in seven charts. 1. US Stocks Have Overtaken Europe in 2025 (In Local...
Meme stock trading has returned in force. As discussed last week, the fear of missing out (FOMO) continues to dominate investor sentiment. The meme stock movement is again...
There will be three large Treasury settlements on Tuesday, Thursday, and Friday, with roughly $130 billion set to be drained from the overnight funding market. The reverse repo...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1123 | 1088 | 1466 | 2008 | 2969 |
Fund Return | 7.64% | 12.32% | 8.84% | 13.6% | 14.96% | 11.5% |
Place in category | 799 | 1014 | 1139 | 952 | 555 | 642 |
% in Category | 57 | 69 | 83 | 72 | 48 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PRIMECAP Odyssey Aggressive Growth | 5.92B | 6.10 | 12.54 | 10.36 | ||
PRIMECAP Odyssey Growth | 4.78B | 8.63 | 14.52 | 11.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 8.05 | 16.40 | 12.99 | ||
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Vanguard 500 Index Admiral | 586.6B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 418.7B | 8.04 | 16.38 | 12.97 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 6.06 | 643.66 | +2.88% | |
AstraZeneca ADR | US0463531089 | 3.88 | 73.91 | +0.49% | |
Aecom Technology | US00766T1007 | 3.43 | 118.83 | +0.34% | |
Microsoft | US5949181045 | 3.33 | 525.98 | +0.75% | |
KLA Corp | US4824801009 | 3.18 | 921.16 | +0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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