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Investing.com -- A second Trump administration could bring significant shifts to global trade policy, signaling a return to the assertive and transactional approach seen during...
Investing.com -- A note from Sevens Research on Tuesday highlighted the importance of distinguishing between market volatility that merely causes a pullback and events that could...
By Abigail Summerville and Johann M Cherian (Reuters) -Wall Street closed higher on Friday, with all three major indexes posting weekly gains, as investors took comfort from data...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
The S&P 500 will rally through year's end due to earnings growth, cash flow, and capital returns. Economic data remains solid, showing a resilient labor market and healthy...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 996 | 1190 | 1158 | 1656 | 2453 |
Fund Return | 6.9% | -0.36% | 18.96% | 5% | 10.61% | 9.39% |
Place in category | 1148 | 1111 | 1144 | 939 | 533 | 274 |
% in Category | 97 | 94 | 97 | 88 | 51 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman Focused I | 1.67B | 3.98 | 4.32 | 9.53 | ||
AMG Yacktman Focused S | 1.63B | 3.82 | 4.12 | 9.33 | ||
AMG River Road Small Cap Value I | 1.14B | 7.65 | 6.59 | 9.73 | ||
AMG GW&K Municipal Bond I | 1.03B | -0.33 | -0.43 | 1.93 | ||
AMG Managers Brandywine S | 555.53M | 6.64 | -3.41 | 8.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 7.68 | 5.84 | +0.52% | |
Canadian Natural | CA1363851017 | 6.56 | 48.71 | +0.85% | |
Samsung Electronics Co Pref | KR7005931001 | 5.17 | 48,100 | -1.43% | |
Microsoft | US5949181045 | 3.58 | 417.00 | +1.00% | |
P&G | US7427181091 | 2.61 | 176.28 | +2.04% |
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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