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By Lewis (JO:LEWJ) Krauskopf NEW YORK (Reuters) -Investors will focus in the coming week on whether inflation trends can help sustain the record-breaking stock rally that has...
Investing.com -- After a historic week for markets in the wake of Donald Trump's resounding win in the U.S. presidential election investors will be turning their attention to...
The big US stocks dominating markets and investors’ portfolios just finished another earnings season. These elite companies continue to thrive, collectively reporting near-record...
The Thursday trading session brought another record-breaking advance for the stock market, additionally fueled by the FOMC's interest rate cut. The S&P 500 index gained 0.74%,...
The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1205 | 1037 | 1394 | 1298 | 1917 | 3095 |
Fund Return | 20.53% | 3.71% | 39.41% | 9.09% | 13.9% | 11.96% |
Place in category | 486 | 352 | 200 | 293 | 632 | 366 |
% in Category | 31 | 27 | 13 | 21 | 54 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.38B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 112.2B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.81B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.57B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.67 | 183.64 | -0.09% | |
Microsoft | US5949181045 | 5.48 | 422.54 | -0.68% | |
Philip Morris | US7181721090 | 3.11 | 126.24 | +1.99% | |
Meta Platforms | US30303M1027 | 2.83 | 589.34 | -0.40% | |
Transdigm | US8936411003 | 2.82 | 1,350.98 | +1.62% |
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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