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Investing.com -- A second Trump administration could bring significant shifts to global trade policy, signaling a return to the assertive and transactional approach seen during...
Investing.com -- The recent nominations by President-elect Donald Trump, including Matt Gaetz and RFK Jr., are signaling what could be "years of chaos," according to a note from...
Investing.com -- BMO Capital Markets strategist Brian Belsky remains bullish on the U.S. stock market, predicting the S&P 500 will rise to 6,700 by the end of 2025. In his latest...
After days of selling triggered by escalating events in Ukraine there was at least a modicum of relief for markets as buyers stepped in at 20-day MAs across lead indices. Because...
A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...
With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1170 | 1027 | 1378 | 1092 | 1776 | 2754 |
Fund Return | 17.01% | 2.65% | 37.82% | 2.97% | 12.17% | 10.66% |
Place in category | 919 | 913 | 830 | 806 | 876 | 714 |
% in Category | 79 | 79 | 72 | 76 | 85 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.78B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.15B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 93.83B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 88.35B | 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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.78B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 66.25B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.35 | 415.49 | -0.55% | |
Broadcom | US11135F1012 | 4.04 | 163.25 | -1.27% | |
Amazon.com | US0231351067 | 3.58 | 202.88 | -0.85% | |
Meta Platforms | US30303M1027 | 3.41 | 565.52 | +0.79% | |
Apple | US0378331005 | 3.11 | 229.00 | +0.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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