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By Jonathan Stempel NEW YORK (Reuters) - Berkshire Hathaway (NYSE:BRKa) on Saturday reported record annual profits and boosting its cash stake to $334.2 billion, as Warren Buffett...
Investing.com -- With the reconciliation process gaining momentum in Congress, Wolfe Research analysts highlight key procedural and policy aspects that investors should closely...
Investing.com - The S&P 500 slumped Friday, ending the week with a loss as soft data flagging worries about the economy triggered a sea of red of across stock. At 4:00 p.m....
Last week, we discussed the surge in retail exuberance in the market following the election of President Trump. “The market defies more negative news because retail investors...
The major gold stocks are on the verge of a momentous technical event, a dozen-year secular breakout. With their leading index just single-digit percentages away, that could...
Berkshire Hathaway sold off two of its S&P 500 ETFs. One of them is the Vanguard S&P 500 ETF, the largest in the world. What could this mean for investors? Is the Oracle...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1025 | 1149 | 1230 | 1434 | 1934 |
Fund Return | 3.69% | 2.48% | 14.92% | 7.16% | 7.47% | 6.82% |
Place in category | 68 | 177 | 168 | 65 | 152 | 114 |
% in Category | 32 | 95 | 89 | 28 | 86 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.78B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends Adv | 4.28B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends A | 19.21B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends C | 816.88M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 181.94M | 3.38 | 6.67 | 10.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.87B | 4.29 | 9.27 | 11.14 | ||
JHVIT Strategic Equity Allocation T | 7.13B | 3.49 | 8.47 | 10.13 | ||
JPMorgan Investor Growth A | 4.79B | 3.05 | 7.37 | 9.69 | ||
American Funds Growth Portfolio 52A | 3.03B | 4.34 | 9.24 | 11.09 | ||
Franklin Mutual Shares A | 2.78B | 3.63 | 6.88 | 6.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.18 | 44.81 | -1.08% | |
JPMorgan | US46625H1005 | 2.87 | 264.24 | -0.96% | |
Chevron | US1667641005 | 2.23 | 156.92 | -1.18% | |
EOG Resources | US26875P1012 | 2.21 | 133.08 | -1.91% | |
Global Payments | US37940X1028 | 2.16 | 103.18 | -2.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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