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(Bloomberg) -- The plot twists in markets have lately been riveting. The urge to react has been intense. Doing so has mostly been a mistake. It’s still early, and things can get...
By Senad Karaahmetovic As much as $142.9 billion went to cash in the week to Wednesday (March 22), according to the data presented by Bank of America. $2.6B and $0.9B went to...
By Jamie McGeever (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever. The Asian open on Thursday may hinge on which of the conflicting narratives thrown up...
Back in October, I wrote about the looming global earnings recession. And while the media’s busy focusing on the world’s banking issues (which will only amplify any...
Thursday’s +0.3% finishing print in the S&P 500 fails to convey what a wild ride we took through the session. A huge opening rally erased Wednesday’s -1.7% slump as the whipsaw...
Monday's action had looked to provide some security for bulls, but then bears came in with gusto and closed the day with bearish engulfing patterns for the Nasdaq and S&P 500...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 996 | 909 | 1283 | 1453 | 2364 |
Fund Return | 4.01% | -0.38% | -9.13% | 8.67% | 7.76% | 8.98% |
Place in category | 20 | 275 | 618 | 31 | 15 | 11 |
% in Category | 5 | 38 | 84 | 7 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 364.99B | 3.69 | 12.14 | 12.24 | ||
Fidelity Contrafund | 128.94B | 5.30 | 9.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 5.37 | 9.14 | 12.50 | ||
Fidelity Total Market Index Instl b | 66.92B | 4.50 | 11.66 | 11.79 | ||
Strategic Advisers Core | 49.71B | 4.13 | 12.74 | 11.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 90.64B | 0.66 | 5.74 | 7.87 | ||
Vanguard Wellington Admiral | 89.29B | 0.38 | 6.09 | 8.03 | ||
Fidelity Balanced K | 42.26B | 4.01 | 8.76 | 9.08 | ||
American Funds American Balanced R6 | 42.23B | 0.70 | 6.07 | 8.20 | ||
Vanguard Balanced Index Adm | 38.2B | 2.88 | 5.58 | 7.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.48 | 280.57 | +1.05% | |
Apple | US0378331005 | 3.96 | 160.25 | +0.83% | |
Amazon.com | US0231351067 | 1.92 | 98.13 | -0.59% | |
United States Treasury Notes 1.25% | - | 1.85 | - | - | |
UnitedHealth | US91324P1021 | 1.50 | 475.99 | +1.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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