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By David Randall and Caroline Valetkevitch NEW YORK (Reuters) - Investors are increasingly pricing in the effect of a corporate tax cut into the shares of U.S. companies, leaving...
By David Randall NEW YORK (Reuters) - Judging by conference calls from the latest earnings season, U.S. companies and analysts have dropped their preoccupation with Washington and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1058 | 1147 | 1125 | 1250 | 1357 |
Fund Return | 5.78% | 5.78% | 14.73% | 4% | 4.56% | 3.1% |
Place in category | 9 | 9 | 19 | 40 | 218 | 267 |
% in Category | 3 | 3 | 6 | 9 | 56 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow Inst | 91.4M | 5.85 | 4.25 | 3.36 | ||
James Small Cap | 43.17M | 8.58 | 11.64 | 5.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.33B | 1.92 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.26B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.58B | 4.92 | 5.28 | 7.53 | ||
Vanguard Wellesley Income Inv | 9.21B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 5.96B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 7.02 | - | - | |
United States Treasury Notes 3.125% | - | 6.71 | - | - | |
Microsoft | US5949181045 | 3.90 | 397.84 | +0.73% | |
United States Treasury Notes 2.375% | - | 3.32 | - | - | |
United States Treasury Bonds 3.125% | - | 2.34 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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