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By Chuck Mikolajczak NEW YORK (Reuters) -A benchmark of global stocks hit a record on Friday while U.S. Treasury yields dipped as some soft U.S. data and the latest tariff...
Investing.com -- The S&P 500 closed just shy of record Friday as data pointing to weakness in the consumer and ongoing inflation concerns weighed upside momentum. At 4:00 p.m. ET...
Investing.com -- The potential scale of US interest-rate cuts in 2026 is being underestimated by the market, according to the co-manager of a macro hedge fund that saw a 76%...
Morningstar* last week advised that tactical asset allocation funds “failed—again.” That sounds ominous for this class of strategies, but a closer review suggests it’s misguided...
The S&P has finally managed to close inside the prior 'bull trap', and in the process, has returned technicals to a net bullish state. There have been false dawns in the past,...
Equity markets are off to a solid start in 2025. Despite an array of headline risks, the S&P 500 has climbed over 3% on the year and even notched a record high last month....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1057 | 1203 | 1287 | 1729 | 2603 |
Fund Return | 2.98% | 5.71% | 20.33% | 8.77% | 11.58% | 10.04% |
Place in category | 120 | 21 | 16 | 11 | 6 | 14 |
% in Category | 16 | 4 | 5 | 3 | 2 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.07B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced | 42.26B | 1.89 | 7.25 | 9.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.75 | 138.85 | +2.63% | |
Apple | US0378331005 | 4.34 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 3.73 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 3.23 | 228.68 | -0.73% | |
Alphabet C | US02079K1079 | 2.39 | 186.87 | -0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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