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In recent financial news, Representative Michael Waltz from Florida's 6th congressional district has made notable transactions in BoodleAI, a leading company in artificial...
Investing.com -- As Donald Trump begins his second term as President, Citi analysts have outlined a complex and uncertain outlook for the U.S. economy and global markets in...
By Amanda Cooper and Koh Gui Qing NEW YORK/LONDON (Reuters) -The U.S. dollar slid on Friday and was set for its biggest weekly loss in over a year after President Donald Trump...
While a correction may be unexpected, drawdowns in the market are the norm. The S&P 500 has been in some form a drawdown 93% of the time since 1950 (in other words, 7% of all...
The gold miners will soon report their best quarter ever, smashing all records! Profits will skyrocket on the highest gold prices ever witnessed combined with stable or lower...
Aussie and Kiwi gain as Trump softens his stance on China. Yen rallies after BoJ raises rates and revises inflation forecasts. S&P 500 hits a new record, and gold keeps...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 971 | 1073 | 1017 | 1260 | 1743 |
Fund Return | 7.33% | -2.88% | 7.33% | 0.56% | 4.73% | 5.72% |
Place in category | 80 | 121 | 80 | 98 | 47 | 11 |
% in Category | 65 | 90 | 65 | 83 | 44 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 351.29B | 4.92 | 3.65 | 1.50 | ||
US3160671075 | 242.62B | 4.95 | 3.68 | 1.53 | ||
US31617H8051 | 107.94B | 5.11 | 3.88 | - | ||
Fidelity US Bond Index Instl Prem | 60.36B | 1.34 | -2.38 | 1.33 | ||
Strategic Advisers Core Income | 41.36B | 2.08 | -2.30 | 1.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 35.96B | 7.75 | 1.34 | 5.58 | ||
The Vanguard Target Retire 2020 Tr1 | 29.55B | 7.78 | 1.36 | 5.65 | ||
The Vanguard Target Retire 2020 Tr2 | 29.55B | 7.79 | 1.36 | 5.64 | ||
Vanguard Target Retire Trust Plus20 | 29.55B | 7.81 | 1.38 | 5.66 | ||
American Funds 2020 Trgt Date RetR6 | 10.29B | 8.94 | 2.31 | 6.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 27.45 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.21 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.56 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 5.02 | - | - | |
Fidelity Series Growth Company | - | 5.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Buy | Neutral | Neutral |
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