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Investing.com -- U.S. equities rallied sharply Wednesday after President Donald Trump announced a 90-day pause on key portions of the proposed “reciprocal” tariffs, reversing...
Investing.com -- President Trump recently explained his decision to put a 90-day pause on tariffs, stating that people were becoming nervous and that such a move was necessary for...
By Sinéad Carew and Shashwat Chauhan (Reuters) - Wall Street's main indexes soared on Wednesday, with the S&P 500 up more than 8%, after U.S. President Donald Trump declared a...
Will today's expected volatility lead to a market bottom or further decline? The S&P 500 lost 1.57% on Tuesday, marking its first close below the 5,000 level in nearly a year....
As President Trump's recently announced trade tariffs start to roll out in the global markets, volatility seems to have decided to land on the S&P 500 and other American...
For those of you with bearish nightmares, we share one important takeaway from Monday’s market roller coaster. While there is a good chance the market may explore new lows over...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 996 | 1117 | 1179 | 1652 | 1979 |
Fund Return | 3.73% | -0.39% | 11.72% | 5.65% | 10.56% | 7.07% |
Place in category | 74 | 344 | 250 | 302 | 50 | 169 |
% in Category | 9 | 45 | 32 | 44 | 12 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.49B | 4.61 | 12.03 | 12.05 | ||
Oakmark Institutional | 8.13B | 4.65 | 12.29 | - | ||
Oakmark International Institutional | 5.6B | 9.07 | 3.63 | - | ||
Oakmark International Investor | 4.31B | 9.00 | 3.37 | 3.63 | ||
Oakmark Select Advisor | 4.02B | 3.03 | 10.91 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 102.01B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 95.02B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 51.25B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 44.63B | 1.75 | 6.77 | 8.12 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.53 | 156.79 | +8.35% | |
AIG | US0268747849 | 2.12 | 82.67 | +6.43% | |
Amazon.com | US0231351067 | 2.06 | 189.33 | +10.94% | |
Charles Schwab | US8085131055 | 2.01 | 75.64 | +8.17% | |
Deere&Company | US2441991054 | 1.90 | 449.64 | +8.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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