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By David Randall and Caroline Valetkevitch NEW YORK (Reuters) - Investors are increasingly pricing in the effect of a corporate tax cut into the shares of U.S. companies, leaving...
By David Randall NEW YORK (Reuters) - Judging by conference calls from the latest earnings season, U.S. companies and analysts have dropped their preoccupation with Washington and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1029 | 1136 | 1164 | 1278 | 1407 |
Fund Return | 2.2% | 2.86% | 13.63% | 5.2% | 5.03% | 3.48% |
Place in category | 83 | 41 | 16 | 15 | 100 | 260 |
% in Category | 16 | 11 | 6 | 6 | 23 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow Inst | 97.76M | 2.20 | 5.46 | 3.73 | ||
James Small Cap | 51.1M | 6.50 | 13.51 | 7.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.91B | 2.04 | 3.24 | 4.45 |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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