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Investing.com-- U.S. stock index futures moved little in holiday-thinned trade on Sunday evening, amid persistent caution over U.S. President Donald Trump’s plans for trade tariffs...
By Chuck Mikolajczak NEW YORK (Reuters) -A benchmark of global stocks hit a record on Friday while U.S. Treasury yields dipped as some soft U.S. data and the latest tariff...
Investing.com -- The S&P 500 closed just shy of record Friday as data pointing to weakness in the consumer and ongoing inflation concerns weighed upside momentum. At 4:00 p.m. ET...
Morningstar* last week advised that tactical asset allocation funds “failed—again.” That sounds ominous for this class of strategies, but a closer review suggests it’s misguided...
The S&P has finally managed to close inside the prior 'bull trap', and in the process, has returned technicals to a net bullish state. There have been false dawns in the past,...
Equity markets are off to a solid start in 2025. Despite an array of headline risks, the S&P 500 has climbed over 3% on the year and even notched a record high last month....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1093 | 1215 | 1249 | 1609 | 2885 |
Fund Return | 4.79% | 9.33% | 21.54% | 7.7% | 9.98% | 11.18% |
Place in category | 334 | 245 | 254 | 149 | 213 | 145 |
% in Category | 60 | 43 | 50 | 34 | 51 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PRIMECAP Odyssey Growth | 5.36B | 4.35 | 9.76 | 12.26 | ||
PRIMECAP Odyssey Stock | 5.01B | 4.55 | 9.99 | 11.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.01B | 5.25 | 10.95 | 13.21 | ||
Vanguard Mid-Cap Growth Index Admir | 13.4B | 6.63 | 7.65 | 11.28 | ||
T. Rowe Price Mid-Cap Growth I | 12.79B | 4.30 | 6.10 | - | ||
T. Rowe Price Mid-Cap Growth | 11.87B | 4.29 | 5.97 | 10.90 | ||
T. Rowe Price New Horizons I | 9.69B | 5.59 | -0.08 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 4.86 | 844.27 | -3.16% | |
Rhythm Pharma | US76243J1051 | 3.70 | 56.69 | -1.51% | |
Micron | US5951121038 | 3.47 | 99.52 | +4.04% | |
Tesla | US88160R1014 | 2.95 | 355.84 | -0.03% | |
Sony ADR | US8356993076 | 2.85 | 24.14 | +4.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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