Please try another search
The point of the title of this blog post is meant to persuade readers not to abandon international equity investing, despite the 4.5% rally this past week in the S&P 500 and...
It’s a crude summary using an Excel spreadsheet, but this blog has been tracking the annual returns of the international funds and ETFs as the asset class looked more and more...
Clients top 12 Holdings (listed 1 -12), spread across separate accounts, custodied at Schwab, as of 8.31.24 (YTD returns as of 8/31/24): JP Morgan Income Fund (JPMIX), YTD return...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 966 | 1158 | 1323 | 1443 | 1480 |
Fund Return | 11.3% | -3.44% | 15.78% | 9.77% | 7.61% | 4% |
Place in category | 42 | 128 | 52 | 15 | 70 | 132 |
% in Category | 9 | 36 | 13 | 4 | 20 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.33B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.04B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.12B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 17.82B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 15.66B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.19B | 3.80 | 4.13 | 4.37 | ||
Fidelity Series International VVV | 13.99B | 6.77 | 6.03 | 5.74 | ||
Vanguard International Value Inv | 12.66B | 1.04 | 1.21 | 4.61 | ||
Causeway International Value Instl | 10.04B | 3.70 | 7.18 | 5.54 | ||
DFA International Value I | 8.69B | 6.88 | 6.71 | 5.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 2.66 | 271.80 | +1.84% | |
Novartis | CH0012005267 | 2.61 | 91.64 | +0.75% | |
Shell | GB00BP6MXD84 | 2.44 | 31.55 | +0.99% | |
HSBC | GB0005405286 | 2.16 | 802.50 | +1.43% | |
BHP Group Ltd | AU000000BHP4 | 1.66 | 39.680 | +1.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review