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Investing.com -- The Republican sweep of Washington has initiated what Alpine Macro (BCBA:BMAm) refers to as "Trump Trade 2.0," a recalibration of equity markets with...
A look at the day ahead in U.S. and global markets from Mike Dolan Tuesday's geopolitical angst faded fast in world markets as positioning ahead of today's results from AI-giant...
Investing.com -- The recent nominations by President-elect Donald Trump, including Matt Gaetz and RFK Jr., are signaling what could be "years of chaos," according to a note from...
For hump Wednesday, I am asking the question on whether the two premier diet drug companies are finally over the hump and have stopped the bleed? Today I read this: WEIGHT-LOSS...
After days of selling triggered by escalating events in Ukraine there was at least a modicum of relief for markets as buyers stepped in at 20-day MAs across lead indices. Because...
Palantir is leaving the NYSE for the NASDAQ; what does this mean for the stock? Palantir’s ontology is the feature that makes the company stand out at a time when companies will...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1024 | 1275 | 1151 | 1726 | 2484 |
Fund Return | 13.91% | 2.42% | 27.5% | 4.81% | 11.54% | 9.52% |
Place in category | 76 | 120 | 66 | 93 | 12 | 15 |
% in Category | 13 | 19 | 11 | 16 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.2B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.24B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 13.97 | 4.86 | 9.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.30 | 415.49 | -0.55% | |
NVIDIA | US67066G1040 | 4.64 | 145.89 | -0.76% | |
Apple | US0378331005 | 3.35 | 229.00 | +0.32% | |
Amazon.com | US0231351067 | 2.69 | 202.88 | -0.85% | |
Meta Platforms | US30303M1027 | 1.94 | 565.52 | +0.79% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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