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Investing.com -- Bank of America (NYSE:BAC) analysts identified ten key macroeconomic themes for 2025 in a note Tuesday, predicting equity upside, policy shifts, and evolving...
Investing.com -- Bank of America's Sell Side Indicator (SSI) held steady at 56.7% in November, its highest level since early 2022. Despite the S&P 500 closing at a fresh all-time...
Investing.com -- December is shaping up to be a pivotal month for retail investor repositioning, as year-end tax strategies are expected to play a significant role, according to a...
The matrix below highlights the year-to-date percentage performance of each constituent of the S&P 500. The size of the cells is proportional to the market capitalization of...
Markets were up on the broader index but mixed overall, with 319 names lower in the S&P 500 and 180 higher. The day was uneventful from an equity market standpoint, but we saw...
Investors are weighing stocks' steady growth against Bitcoin's high-risk, high-reward potential. The S&P 500 looks strong, but Bitcoin's fate depends on regulations and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 1022 | 1246 | 1133 | 1508 | 2235 |
Fund Return | 12.38% | 2.21% | 24.57% | 4.27% | 8.56% | 8.38% |
Place in category | 173 | 196 | 236 | 149 | 143 | 50 |
% in Category | 23 | 27 | 31 | 24 | 26 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.24B | 13.30 | 5.24 | 8.16 | ||
American Funds American Balanced R6 | 56.38B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 | ||
Fidelity Advisor Balanced C | 42.26B | 12.89 | 3.68 | 8.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.07 | 430.73 | -0.06% | |
Apple | US0378331005 | 4.14 | 241.44 | +0.77% | |
NVIDIA | US67066G1040 | 3.97 | 138.74 | +0.08% | |
Alphabet A | US02079K3059 | 3.21 | 171.64 | +0.09% | |
Amazon.com | US0231351067 | 3.15 | 212.18 | +0.70% |
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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