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Analysts at Wells Fargo said in a note to clients Friday that they see more downside for the S&P 500 despite a more bullish view over the longer term. The bank notes that the S&P...
OSAKA, Japan & CAMBRIDGE, Mass. - Takeda Pharmaceutical Company (NYSE:TAK) Limited (TSE:4502/NYSE:TAK) has received approval from the U.S. Food and Drug Administration (FDA) for...
BOISE, Idaho - IDACORP, Inc. (NYSE:IDA), an Idaho-based electric utility company, has announced the declaration of a quarterly dividend. The company's board of directors has...
Amid recent market fluctuations, maintaining a long-term perspective is crucial. Corrections are a normal part of the market cycle and offer opportunities for disciplined...
Stocks finished the day lower for a fifth straight day, with the S&P 500 down by 25 bps to close at 5,011. Today is OPEX, and with the passing of OPEX, we will see gamma levels...
While it wasn't the recovery I would have liked, the Russell 2000 (IWM) managed to resist extending its losses. The index did record a loss, and volume was confirmed as...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1205 | 1324 | 1836 | 3098 |
Fund Return | 8.1% | 8.1% | 20.48% | 9.82% | 12.92% | 11.97% |
Place in category | 1239 | 1239 | 1240 | 789 | 849 | 367 |
% in Category | 81 | 81 | 86 | 59 | 70 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.46B | 5.16 | 7.81 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 29.63B | 14.05 | 7.01 | 14.05 | ||
T. Rowe Price Blue Chip Growth I | 26.05B | 14.08 | 7.15 | - | ||
T. Rowe Price Capital AppreciationI | 25.69B | 5.19 | 7.95 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.35B | 12.98 | 8.36 | 15.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.47 | 400.52 | -0.93% | |
Apple | US0378331005 | 4.51 | 165.39 | -0.99% | |
Visa A | US92826C8394 | 2.21 | 269.77 | -0.59% | |
UnitedHealth | US91324P1021 | 2.11 | 501.73 | +1.73% | |
Accenture | IE00B4BNMY34 | 1.93 | 316.08 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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