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A look at the day ahead in European and global markets from Kevin Buckland It was a nervy start to the week for markets, led by an uncharacteristically steep decline for Wall...
Investing.com-- U.S. stock indexes declined on Sunday evening after steep weekly losses on Wall Street, as investors remained wary of uncertainty surrounding President Donald...
By Lewis Krauskopf NEW YORK (Reuters) -A critical inflation report in the coming week could further rattle an increasingly tumultuous U.S. stock market, with investors worried...
The big US stocks dominating markets and investors’ portfolios just finished another earnings season. They reported spectacular collective results including record sales, profits,...
Leverage can come in many forms these days. For instance, it can come from options, margin, and leveraged ETFs*. While leverage can turn into an addictive use of capital when...
Trump’s U-Turns Keep the Market Under Pressure Both US equity indices and the US dollar remain under severe stress as US President Trump continues his back-and-forth on the...
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 | 343 | 248 | 300 | 48 | 169 |
% in Category | 9 | 45 | 31 | 43 | 11 | 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 | 110.21B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.03 | 7.26 | 8.46 | ||
American Funds American Balanced R6 | 55.48B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced | 42.26B | 1.39 | 7.72 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.53 | 173.86 | +0.88% | |
AIG | US0268747849 | 2.12 | 81.52 | +0.30% | |
Amazon.com | US0231351067 | 2.06 | 199.25 | -0.72% | |
Charles Schwab | US8085131055 | 2.01 | 74.63 | -1.23% | |
Deere&Company | US2441991054 | 1.90 | 499.62 | +3.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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