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Investing.com-- U.S. stock index edged slightly higher on Friday, hovering near record highs as markets processed the Federal Reserve's stance on future rate cuts. At 10:13 ET...
Investing.com -- In its latest Global Economic Perspectives note, UBS outlined a mixed yet cautiously optimistic economic outlook for the U.S. through 2027, influenced by...
The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential...
The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September...
The S&P 500 had a much larger move than I anticipated. I thought we might see some kind of rebound, but I didn’t expect the big move we saw on Tuesday. That was a surprise, as...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1017 | 1319 | 1234 | 1932 | 3130 |
Fund Return | 16.05% | 1.66% | 31.85% | 7.27% | 14.08% | 12.09% |
Place in category | 1071 | 1210 | 1034 | 798 | 593 | 338 |
% in Category | 72 | 83 | 71 | 63 | 51 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 16.81B | 16.22 | 7.49 | 12.32 | ||
Parnassus Endeavor Investor | 3.34B | 11.44 | 4.57 | 12.83 | ||
Parnassus Endeavor Institutional | 1.82B | 11.65 | 4.81 | - | ||
Parnassus Mid Cap Institutional | 1.77B | 12.72 | 1.40 | - | ||
Parnassus Mid-Cap | 1.41B | 12.51 | 1.19 | 8.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.62 | 422.65 | -0.65% | |
NVIDIA | US67066G1040 | 6.44 | 147.58 | -0.87% | |
Amazon.com | US0231351067 | 5.28 | 209.18 | -0.41% | |
Alphabet A | US02079K3059 | 4.51 | 178.94 | -1.00% | |
Realty Income | US7561091049 | 3.87 | 57.29 | +1.61% |
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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