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Investing.com -The S&P 500 slumped Monday, as softer manufacturing activity stoked further worry about the economy just days ahead of an upcoming tariff deadline. At 1:11 p.m. ET...
Investing.com -- Active fund managers have made notable shifts in their portfolios, reflecting mixed sentiment and sector rotations, according to Bank of America (BofA)...
Investing.com - U.S. factory activity grew at a relatively stable pace in February, but prices paid spiked and new orders contracted, as businesses gauged the implications of...
Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. Over the previous week, the market fell sharply...
Market Overview: S&P 500 Emini Futures The S&P 500 Emini has formed a monthly Emini trading range in the last 5 months. The bulls want a breakout into new all-time highs...
With 2 full months of the year completed, the S&P 500 (SPY) is up +1.38% while the Barclay’s Aggregate is +2.76% YTD, leaving a 60% / 40% balanced portfolio up +1.93% YTD as...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1096 | 1369 | 1564 | 2322 | 4470 |
Fund Return | 5.45% | 9.61% | 36.86% | 16.08% | 18.35% | 16.15% |
Place in category | 92 | 376 | 141 | 39 | 120 | 120 |
% in Category | 10 | 32 | 13 | 5 | 17 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 144.79B | 5.42 | 16.00 | 16.05 | ||
Fidelity Total Market Index Instl b | 106.34B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 61.8B | 2.25 | 15.58 | 18.45 | ||
Fidelity Growth Company | 57.87B | 1.36 | 15.14 | 19.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 151.71B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 144.79B | 5.42 | 16.00 | 16.05 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 67.37B | 3.25 | 15.74 | 18.31 | ||
Fidelity Blue Chip Growth | 61.8B | 2.25 | 15.58 | 18.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 15.74 | 662.40 | -0.87% | |
NVIDIA | US67066G1040 | 8.47 | 116.27 | -6.92% | |
Berkshire Hathaway A | US0846701086 | 8.35 | 765,504 | -1.23% | |
Amazon.com | US0231351067 | 6.76 | 207.65 | -2.18% | |
Microsoft | US5949181045 | 5.31 | 393.22 | -0.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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