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Investing.com-- U.S. stock index futures rose sharply on Wednesday evening, buoyed by strong quarterly results from Microsoft and Meta Platforms that boosted investor confidence in...
Investing.com -- Traders have sharply reduced their expectations for a Federal Reserve rate cut in September following today’s FOMC statement, keeping rates steady, and remarks...
Investing.com -- The Federal Reserve kept interest rates unchanged Wednesday, but two Fed governors broke rank, voting against the decision, marking the first double dissent since...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this...
The S&P 500 closed the week at 6,388.64, notching another fresh record high and extending one of the longest weekly winning streaks in the past three years. This persistent...
Foreign Buyers I: Loading Up on US Treasuries & Equities. The phrase "I have always depended on the kindness of strangers" is a famous line from Tennessee Williams' play, A...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1011 | 1106 | 1425 | 2023 | 2556 |
Fund Return | 6.37% | 1.11% | 10.61% | 12.53% | 15.13% | 9.84% |
Place in category | 423 | 1060 | 841 | 591 | 339 | 263 |
% in Category | 34 | 90 | 72 | 56 | 33 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 36.97B | 6.33 | 13.53 | 10.82 | ||
T. Rowe Price Blue Chip Growth | 33.02B | 7.80 | 26.86 | 15.03 | ||
T. Rowe Price Capital AppreciationI | 31.56B | 6.41 | 13.67 | - | ||
T. Rowe Price Blue Chip Growth I | 30.58B | 7.88 | 27.02 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.82B | 7.46 | 25.89 | 16.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.24B | 7.50 | 14.89 | 11.51 | ||
Vanguard Equity-Income Adm | 54.38B | 7.12 | 12.77 | 10.87 | ||
Vanguard Windsor II Admiral | 48.75B | 6.09 | 15.45 | 10.98 | ||
American Funds American Mutual A | 43.35B | 8.50 | 12.46 | 10.37 | ||
Vanguard Value Index Adm | 38.34B | 5.59 | 13.08 | 10.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.84 | 476.00 | -0.12% | |
JPMorgan | US46625H1005 | 3.24 | 299.63 | +0.87% | |
Kenvue | US49177J1025 | 2.61 | 21.68 | -2.21% | |
Fiserv | US3377381088 | 2.24 | 140.85 | -1.16% | |
UnitedHealth | US91324P1021 | 2.12 | 266.04 | +1.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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