Please try another search
Societe Generale (OTC:SCGLY) SA projected that investors are likely to continue investing in U.S. stocks, capitalizing on any market dips in anticipation of the Federal Reserve's...
Benzinga - by Shanthi Rexaline, Benzinga Editor. The U.S. stocks could be primed for another mixed session on Tuesday, with techs looking poised for a bounce back from the previous...
Strategas analysts highlighted that President Biden's aggressive pre-election stimulus measures are significantly contributing to the S&P 500's rally this year. The IRS and...
Nvidia stock plunged 15% in 3 days, losing its crown as the most valuable company in the world. Analysts debate if this is a buying opportunity or the start of a deeper...
Goldman Sachs (NYSE:GS) recently upped its price target to S&P 500 6300 for the end of this year, along with Evercore ISI upping its year-end target to 6000. Such is not...
There are some emerging signs that a slight rotation may have begun in US markets, where a narrow concentration on mega cap technology stocks has been virtually the sole driver of...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1020 | 1175 | 1084 | 1554 | 1905 |
Fund Return | 3.01% | 2.04% | 17.48% | 2.72% | 9.22% | 6.66% |
Place in category | 677 | 534 | 146 | 295 | 103 | 180 |
% in Category | 89 | 67 | 21 | 46 | 19 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 6.34 | 8.67 | 11.49 | ||
Oakmark International Institutional | 8.65B | 1.08 | -1.76 | - | ||
Oakmark Institutional | 6.65B | 6.44 | 8.91 | - | ||
Oakmark International Investor | 5.31B | 0.97 | -2.00 | 3.13 | ||
Oakmark Select Advisor | 3.16B | -0.38 | 5.11 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.18B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.53B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc Class A | - | 3.00 | - | - | |
Fiserv Inc | - | 2.61 | - | - | |
Bank of America | US0605051046 | 2.22 | 39.38 | -1.60% | |
United States Treasury Notes 3.125% | - | 2.07 | - | - | |
Charles Schwab Corp | - | 2.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review