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Investing.com – U.S. stocks were lower after the close on Thursday, as losses in the Technology, Basic Materials and Financials sectors led shares lower. At the close in NYSE, the...
By Ross Kerber (Reuters) - Many U.S. companies have stepped up reporting on environmental and social matters in recent years even with sustained pressure from conservative...
Investing.com -- UBS analysts see room for further gains in equity markets, buoyed by solid fundamentals and supportive macroeconomic data. Despite recent declines— the Nasdaq fell...
Yesterday, after the market closed, Microsoft (NASDAQ:MSFT) released its earnings report, showcasing impressive results that exceeded analysts' expectations across the board. As a...
Markets started brightly yesterday but that was it. Heading into the final hour of trading it turned into a bit of a free-fall. The Russell 2000 (IWM) took the worst of the pain,...
Despite the stock market trading at new all-time highs, institutions still find enough reason to buy more enormous stakes in three stocks. Backed by Wall Street analysts and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 1052 | 1248 | 1194 | 1544 | 2282 |
Fund Return | 13.79% | 5.17% | 24.77% | 6.08% | 9.07% | 8.6% |
Place in category | 197 | 553 | 193 | 150 | 155 | 58 |
% in Category | 25 | 69 | 24 | 25 | 27 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.29B | 14.57 | 6.92 | 8.44 | ||
Vanguard Wellington Admiral | 100.41B | 13.87 | 6.17 | 8.69 | ||
American Funds American Balanced R6 | 55.34B | 14.83 | 7.25 | 8.77 | ||
Vanguard Balanced Index Adm | 46.77B | 14.11 | 5.56 | 8.54 | ||
Fidelity Balanced K | 42.26B | 15.42 | 7.06 | 9.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.24 | 406.35 | -6.03% | |
Apple | US0378331005 | 4.56 | 225.68 | -1.92% | |
NVIDIA | US67066G1040 | 3.66 | 132.76 | -4.72% | |
Alphabet A | US02079K3059 | 3.32 | 171.11 | -1.92% | |
Amazon.com | US0231351067 | 3.17 | 186.40 | -3.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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