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Investing.com -- S&P 500 wrapped up May with its biggest monthly gain in 18 months after cutting the bulk of its losses Friday as chip stocks including Nvidia were pressured...
Investing.com -- Major averages, including the S&P 500, faced a downturn on Friday, falling 1% in response to reports of the US planning to expand technology sanctions against...
Investing.com -- On a humid Wednesday afternoon in Washington, the White House press room buzzed with anticipation. President Trump was swearing in Jeanine Pirro when CNBC reporter...
I don't like when markets gap higher, lose momentum, but hold a higher close; this leaves them vulnerable to more selling the next day, particularly if such action occurs at the...
Stocks finished slightly higher on the day, with the S&P 500 up about 40 basis points, nearly half of which came in the final 30 minutes of trading—there was an approximate $3...
Yesterday, stocks finished lower as implied volatility surged ahead of Nvidia’s (NASDAQ:NVDA) earnings. The VIX 1-day jumped to roughly 19.5, significantly higher than Tuesday's...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 964 | 1073 | 1274 | 2030 | 2419 |
Fund Return | 1.41% | -3.58% | 7.33% | 8.42% | 15.21% | 9.23% |
Place in category | 87 | 202 | 589 | 404 | 184 | 189 |
% in Category | 9 | 20 | 54 | 39 | 18 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.07B | 0.23 | 9.28 | 10.26 | ||
T. Rowe Price Capital AppreciationI | 29.75B | 0.26 | 9.42 | - | ||
T. Rowe Price Blue Chip Growth | 30.73B | -7.63 | 15.63 | 13.38 | ||
T. Rowe Price Blue Chip Growth I | 28.63B | -7.58 | 15.77 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.4B | -6.60 | 15.83 | 14.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 64.11B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 50.9B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 45.17B | -2.89 | 9.22 | 9.94 | ||
American Funds American Mutual A | 41.32B | 0.23 | 8.04 | 9.25 | ||
Vanguard Value Index Adm | 36.28B | -1.00 | 8.48 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.84 | 503.96 | -0.44% | |
JPMorgan | US46625H1005 | 3.24 | 264.00 | -0.14% | |
Kenvue | US49177J1025 | 2.61 | 23.87 | +1.23% | |
Fiserv | US3377381088 | 2.24 | 162.79 | +1.99% | |
UnitedHealth | US91324P1021 | 2.12 | 301.91 | +1.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Sell |
Summary | Buy | Buy | Neutral |
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