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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...
Investing.com -- President Donald Trump said Friday he will fire Federal Reserve Governor Lisa Cook if she does not resign, escalating his criticism of the central bank official...
Investing.com-- U.S. stocks soared Friday after Federal Reserve Chair Jerome Powell signaled that the U.S. central bank was open to cutting interest rates during his speech the...
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...
The market seas are calm, but beneath the surface, there is some intense churning, or in market terminology, significant stock rotations. Over the last week, the Dow, S&P 500,...
Nearly $3 trillion of notional stock options expire on Friday’s open expiration (OPEX day). Over half of the OPEX volume is in S&P 500 options, with the remainder in single...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1142 | 1163 | 1604 | 2086 | 3566 |
Fund Return | 8.57% | 14.2% | 16.3% | 17.07% | 15.85% | 13.56% |
Place in category | 459 | 552 | 288 | 299 | 240 | 62 |
% in Category | 33 | 37 | 23 | 24 | 21 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 29.84B | 8.07 | 16.41 | 12.93 | ||
Schwab 1000 Index | 19.37B | 8.48 | 16.88 | 13.20 | ||
Schwab International Index | 12B | 17.47 | 13.16 | 6.18 | ||
Schwab Fundamental US Large Company | 10.08B | 5.35 | 12.95 | 11.87 | ||
Schwab Small Cap Index | 6.71B | -0.03 | 7.10 | 7.49 |
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 % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.02 | 178.35 | +1.92% | |
Microsoft | US5949181045 | 7.33 | 508.10 | +0.76% | |
Apple | US0378331005 | 5.73 | 228.17 | +1.45% | |
Amazon.com | US0231351067 | 4.09 | 227.65 | +2.57% | |
Meta Platforms | US30303M1027 | 3.10 | 754.04 | +2.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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