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The US economy continues to send mixed signals, leading to recent swings in both stock and bond markets. In a recent note, Morgan Stanley strategists indicated that the market is...
By Jonathan Stempel and Koh Gui Qing OMAHA, Nebraska (Reuters) - Warren Buffett, the 93-year-old billionaire chief of Berkshire Hathaway (NYSE:BRKa), mulled his future in telling...
The latest FOMC meeting caused a S&P 500 rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been...
S&P 500's recent correction was normal and potentially a buying opportunity. Historical data suggests indexes could deliver positive returns from May to October. And, while...
Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of a business”....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1105 | 1298 | 1384 | 2013 | 3374 |
Fund Return | 10.54% | 10.54% | 29.84% | 11.45% | 15.02% | 12.93% |
Place in category | 628 | 628 | 499 | 302 | 240 | 63 |
% in Category | 38 | 38 | 34 | 24 | 22 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.07 | - | - | |
Apple Inc | - | 5.63 | - | - | |
NVIDIA Corp | - | 5.05 | - | - | |
Amazon.com Inc | - | 3.73 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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