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Investing.com -- Wolfe Research recently outlined five potential surprises for 2025 including a possible Fed pivot that could shake up markets. 1. Port workers strike: a possible...
Investing.com -- In a note to clients released Monday, Wells Fargo (NYSE:WFC) has outlined ten market predictions for 2025, covering macroeconomic trends, market movements,...
Investing.com -- Goldman Sachs economists outlined ten critical questions shaping the outlook for the U.S. economy in 2025 in a note Monday: Will GDP Growth Be Above Consensus?...
When consumers look for value, a trip to Costco Wholesale (NASDAQ:COST) is frequently on the agenda. But as investors have been looking for value in December, COST stock has...
It may seem odd to think about finding value among seven stocks worth over $1 trillion. But this is worth discussing in the case of Alphabet (NASDAQ:GOOGL). The Google parent...
Since 1928, there has only been 3 times that stocks have gained 25% or more in back to back years. Here is what happened the following year: 1935: +46.7% 1936: +31.9% ——- 1937:...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1168 | 1026 | 1232 | 1181 | 1633 | 2358 |
Fund Return | 16.78% | 2.61% | 23.2% | 5.69% | 10.3% | 8.96% |
Place in category | 64 | 170 | 43 | 62 | 10 | 8 |
% in Category | 28 | 84 | 20 | 30 | 8 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 340.32B | 4.56 | 3.53 | 1.46 | ||
US3160671075 | 235.1B | 4.58 | 3.56 | 1.49 | ||
US31617H8051 | 106.93B | 4.73 | 3.76 | - | ||
Fidelity US Bond Index Instl Prem | 61.02B | 3.02 | -1.95 | 1.49 | ||
Strategic Advisers Core Income | 42.91B | 3.82 | -1.77 | 2.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 108.35B | 15.72 | 5.44 | 8.33 | ||
The Vanguard Target Retire 2040 Tr2 | 108.35B | 15.70 | 5.43 | 8.31 | ||
Vanguard Target Retire Trust Plus40 | 108.35B | 15.72 | 5.45 | 8.34 | ||
Vanguard Target Retirement 2040 Inv | 94.06B | 15.75 | 5.43 | 8.25 | ||
American Funds 2040 Trgt Date RetR6 | 32.54B | 17.33 | 6.15 | 9.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.92 | - | - | |
Fidelity Series Growth Company | - | 9.32 | - | - | |
Fidelity Series Large Cap Stock | - | 9.01 | - | - | |
Fidelity Series International Growth | - | 7.17 | - | - | |
Fidelity Series International Value | - | 7.15 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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