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In a note to clients Monday, BTIG analysts warned of potential weakness in certain sectors while identifying relative bright spots. Despite ongoing bullish sentiment, BTIG remains...
Unimpressive to investors what Apple revealed about its AI plans at its Worldwide Developer conference yesterday. The company gave details regarding its partnership with Sam...
KKR (NYSE:KKR), General Motors (NYSE:GM), and Southwest Airlines (NYSE:LUV) are making significant moves in Monday morning trading. Monday morning trading today has been marked by...
Markets closed the week on a bit of a conundrum. The trend for the S&P 500 and Nasdaq has been solidly bullish since the lows of 2022, but people (myself included) are still...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1027 | 1147 | 1039 | 1463 | 1951 |
Fund Return | 5.19% | 2.71% | 14.7% | 1.28% | 7.91% | 6.91% |
Place in category | 37 | 30 | 63 | 121 | 29 | 7 |
% in Category | 19 | 18 | 40 | 67 | 21 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 222.34B | 2.07 | 2.73 | 1.25 | ||
US31617H8051 | 96.8B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 43.87B | -1.10 | -2.94 | 1.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 100.14B | 4.68 | 2.10 | 6.73 | ||
The Vanguard Target Retire 2030 Tr2 | 100.14B | 4.68 | 2.09 | 6.71 | ||
Vanguard Target Retire Trust Plus30 | 100.14B | 4.68 | 2.11 | 6.74 | ||
Vanguard Target Retirement 2030 Inv | 92.76B | 4.68 | 2.02 | 6.64 | ||
American Funds 2030 Trgt Date RetR6 | 33.13B | 4.50 | 2.57 | 7.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.71 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.18 | - | - | |
Fidelity Series Growth Company | - | 6.08 | - | - | |
Fidelity Series Large Cap Stock | - | 5.84 | - | - | |
Fidelity Series International Value | - | 5.48 | - | - |
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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