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Investing.com — If you haven’t yet locked in your InvestingPro subscription at 50% off, act quickly: there are only a few days remain before our exclusive summer...
Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...
Investing.com -- Bank of America (NYSE:BAC) warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s...
It was coming, but only because markets have performed strongly since the November lows. We have seen breakouts in the Russell 2000 (IWM) and equal-weighted S&P, but both have...
Oracle (NYSE:ORCL) bets on OpenAI and Santa continuously delivers S&P 500 gains during the holidays. 1. The Fed Cut Rates as Expected and Initiate Purchases of Short-term US...
As the year comes to a close, with just about two weeks left, I’ve decided to take some time away. Today’s edition will be the last one for 2025. That said, I’m not the type to...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1138 | 1055 | 1193 | 1605 | 1631 | 3272 |
| Fund Return | 13.76% | 5.48% | 19.28% | 17.08% | 10.28% | 12.58% |
| Place in category | 755 | 678 | 690 | 568 | 646 | 188 |
| % in Category | 71 | 57 | 67 | 56 | 66 | 25 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Homestead Growth | 449.59M | 5.83 | 20.84 | 17.25 | ||
| Homestead Stock Index | 332.52M | 12.78 | 20.47 | 14.79 | ||
| Homestead Small Company Stock | 196.39M | 5.23 | 6.86 | 7.71 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 98.94B | 9.83 | 17.99 | 13.38 | ||
| Dodge & Cox Stock | 69.47B | 11.65 | 15.06 | 12.82 | ||
| Vanguard Equity-Income Adm | 62.62B | 12.93 | 17.05 | 12.03 | ||
| Vanguard Windsor II Admiral | 57.02B | 14.87 | 18.83 | 13.39 | ||
| American Funds Washington Mutual R6 | 49.25B | 10.05 | 18.34 | 13.71 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | '46625H100 | 4.16 | 343.06 | +1.33% | |
| Lam Research | '512807306 | 3.63 | 315.21 | +2.62% | |
| Microsoft | '594918104 | 3.41 | 516.17 | +3.66% | |
| AbbVie | '00287Y109 | 3.36 | 264.34 | -0.29% | |
| Exxon Mobil | '30231G102 | 3.32 | 160.59 | -0.96% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Strong Sell | BUY | Strong Buy |
| Summary | Strong Sell | Buy | Strong Buy |
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