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Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
Investing.com -- Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump's 2024 election victory for U.S. equities, arguing that the...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1032 | 1243 | 1175 | 1460 | 1982 |
Fund Return | 12.21% | 3.16% | 24.3% | 5.52% | 7.86% | 7.08% |
Place in category | 143 | 25 | 229 | 32 | 193 | 132 |
% in Category | 41 | 6 | 73 | 13 | 70 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 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 Income Fund of Amer | 79.05B | 11.98 | 5.29 | 6.88 | ||
Vanguard LifeStrategy Growth Inv | 22B | 12.37 | 3.70 | 7.94 | ||
American Funds Income Fund of A R6 | 21.81B | 12.28 | 5.62 | 7.19 | ||
American Funds Growth and Inc A | 12.45B | 13.49 | 4.83 | 8.36 | ||
Invesco Equity and Income A | 10.7B | 11.61 | 4.63 | 7.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Philip Morris | US7181721090 | 2.63 | 129.99 | -0.93% | |
Broadcom | US11135F1012 | 2.10 | 164.23 | +0.18% | |
Gilead | US3755581036 | 2.02 | 90.19 | +0.48% | |
JPMorgan | US46625H1005 | 1.98 | 248.55 | +1.55% | |
EOG Resources | US26875P1012 | 1.56 | 136.35 | +0.63% |
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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