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Investing.com - U.S. stock futures climb on Wednesday, suggesting more gains ahead for Wall Street after tepid inflation data drove the S&P 500 and Nasdaq Composite to all-time...
Investing.com - European stocks climbed higher Wednesday, tracking gains on Wall Street overnight after mild U.S. inflation data raised expectations of easier monetary policy next...
Investing.com -- Treasury Secretary Scott Bessent suggested the Federal Reserve should consider a 50 basis point interest rate cut in September, stating the central bank could have...
The volatility crush on Tuesday was larger than I expected, especially since the VIX1D barely topped 16 on Monday. Still, it was enough to lift S&P 500 futures about 60 bps at...
Stocks instead took the CPI number as confirmation that September is shaping up to be the long-anticipated “insurance cut” in an economy still treading water above the break-even...
When I left for holidays, the Russell 2000 (IWM) made a breakout, only to dip below breakout support. But upon return, the Russell 2000 ($IWM) has gone on to make a new breakout...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1189 | 1194 | 1720 | 1733 | 3492 |
Fund Return | 8.9% | 18.94% | 19.37% | 19.81% | 11.62% | 13.32% |
Place in category | 703 | 598 | 693 | 598 | 774 | 553 |
% in Category | 63 | 49 | 60 | 57 | 80 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 36.88B | 8.84 | 11.39 | 10.81 | ||
T. Rowe Price Blue Chip Growth | 34.32B | 11.70 | 23.40 | 14.89 | ||
T. Rowe Price Capital AppreciationI | 31.43B | 8.90 | 11.53 | - | ||
T. Rowe Price Blue Chip Growth I | 30.85B | 11.79 | 23.56 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.72B | 10.10 | 22.18 | 15.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.07B | 12.58 | 21.42 | 14.22 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Vanguard Growth Index Adm | 94.29B | 11.14 | 22.49 | 16.24 | ||
JPMorgan Large Cap Growth R6 | 74.72B | 9.40 | 22.35 | 17.63 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 14.08 | 520.56 | -1.64% | |
NVIDIA | US67066G1040 | 14.05 | 181.59 | -0.88% | |
Apple | US0378331005 | 9.24 | 233.28 | +1.58% | |
Aggregate Miscellaneous Equity | - | 7.44 | - | - | |
Amazon.com | US0231351067 | 6.47 | 224.56 | +1.39% |
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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