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Investing.com -- Investor interest in China equities has surged recently, with sentiment significantly more constructive than at any point in the past two years, according to...
Investing.com - Investors gazes are becoming increasingly fixed on an approaching April 2 deadline for the imposition of the Trump administration's sweeping new tariffs. Reciprocal...
The US Dollar has been trading in a tight range against its major rivals for the past two weeks, and the Dollar Index is gently forming a bottom after an impressive oversold...
The University of Michigan Consumer confidence survey for March plunged to 57.9 versus the estimate of 63 and 65.7 in the month prior. And yet, inflation expectations in the same...
There are deeper levels to the big machine, the financial market, where investors need to understand the cogs that make it run and when one of them is starting to speed up or slow...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1012 | 1142 | 1242 | 1580 | 2196 |
Fund Return | 2.65% | 1.21% | 14.21% | 7.48% | 9.58% | 8.19% |
Place in category | 265 | 56 | 54 | 74 | 131 | 55 |
% in Category | 32 | 5 | 9 | 13 | 23 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.73B | 1.21 | 12.52 | 13.33 | ||
American Funds Invmt Co of Amer A | 90.97B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 86.83B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.11B | 5.45 | 6.51 | 7.01 | ||
American Funds Fundamental Invs A | 73.29B | 1.88 | 12.52 | 11.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.92B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced | 42.26B | 1.35 | 7.71 | 9.44 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.01 | 191.66 | +0.59% | |
Microsoft | US5949181045 | 3.30 | 391.26 | +1.14% | |
Cap Grp Cent Fd Ser Ii | - | 2.73 | - | - | |
Taiwan Semiconductor | US8740391003 | 2.07 | 176.73 | -0.42% | |
Meta Platforms | US30303M1027 | 1.92 | 596.25 | +1.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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