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DUBLIN - WisdomTree Multi Asset Issuer Public Limited Company has announced changes to the daily swap fee and funding spread for its leveraged S&P 500 exchange-traded product. The...
Investing.com -- In its latest report, Sevens Report highlighted two sector rotation strategies with a track record of outperforming the S&P 500 over the long term. Both...
Investing.com -- In a note to clients Friday, UBS analysts outlined 10 potential surprises for 2025—events that, while not their base case, could significantly impact markets if...
After Monday's AI sell-off sent tech stocks reeling, we had some comeback as buyers filled the void, only for traders to take some quick profits off yesterday's bounce. The...
DeepSeek won’t cause the Fed to tighten monetary policy. It won’t cause a financial crisis or a credit crunch. Of course, it might have a negative wealth effect on Nvidia’s...
The Federal Reserve is widely expected to keep interest rates unchanged at its meeting on Wednesday, January 29. Chairman Jerome Powell has consistently signalled that the current...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1349 | 1042 | 1349 | 1330 | 2044 | 3514 |
Fund Return | 34.91% | 4.23% | 34.91% | 9.97% | 15.37% | 13.39% |
Place in category | 216 | 712 | 216 | 142 | 504 | 508 |
% in Category | 19 | 62 | 19 | 17 | 53 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 67.13B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.28 | 696.98 | +1.45% | |
NVIDIA | US67066G1040 | 8.83 | 124.92 | +0.21% | |
Microsoft | US5949181045 | 6.33 | 418.35 | +0.81% | |
Alphabet A | US02079K3059 | 5.33 | 204.58 | +1.85% | |
Amazon.com | US0231351067 | 5.28 | 239.31 | +1.99% |
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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