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Investing.com -- With just over six trading days left in 2024, the Santa Claus rally in stocks is “nowhere in sight,” Piper Sandler analysts said in a note. The investment firm’s...
Investing.com -- Momentum seems to be taking precedence over the traditional indicator of market health, breadth, according to Morgan Stanley (NYSE:MS). This shift emerges as...
Investing.com -- Analysts at Capital Economics said in a research note Monday that they are maintaining their 2025 year-end forecast of 7,000 despite the slump last week following...
Powell & A Government Shutdown Hits Stocks Last week, we noted the ongoing market churn that could last into this week’s Fed meeting. To wit: “That certainly seemed the case...
US stocks made a swift recovery as the S&P 500 finished higher on Friday as the PCE index showed smaller-than-expected increases in November, easing some of the concerns about...
It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1355 | 1104 | 1411 | 1304 | 2162 | 3678 |
Fund Return | 35.51% | 10.36% | 41.14% | 9.26% | 16.67% | 13.91% |
Place in category | 201 | 270 | 206 | 301 | 431 | 425 |
% in Category | 20 | 24 | 21 | 35 | 47 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco Equity and Income A | 10.27B | 17.24 | 7.33 | 7.64 | ||
Invesco Comstock A | 6.72B | 22.20 | 13.68 | 10.15 | ||
Invesco Diversified Dividend A | 3.87B | 19.39 | 10.92 | 8.26 | ||
Invesco SmallCapValue Y | 3.81B | 32.54 | 21.93 | 13.15 | ||
Invesco Charter A | 3.35B | 28.92 | 9.34 | 9.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 67.8B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.84 | 138.52 | +2.84% | |
Apple | US0378331005 | 8.82 | 253.93 | -0.22% | |
Microsoft | US5949181045 | 8.57 | 434.54 | -0.47% | |
Amazon.com | US0231351067 | 6.89 | 225.44 | +0.23% | |
Meta Platforms | US30303M1027 | 5.17 | 597.57 | +2.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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