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Investing.com --The S&P 500 slumped Monday, as fears over a global trade war resumed after President Donald confirmed that tariffs on Mexico and Canada will begin on Tuesday, and...
Investing.com -- President Trump has escalated the tariff on goods from the People's Republic of China to 20%. The increase comes as a response to China's failure to address the...
Investing.com -- Active fund managers have made notable shifts in their portfolios, reflecting mixed sentiment and sector rotations, according to Bank of America (BofA)...
More than a century ago, then-Representative William McKinley pursued an aggressive tariff strategy that sought to protect American industry and reduce reliance on foreign...
Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. Over the previous week, the market fell sharply...
There’s no doubt it’s been a rough couple weeks for stocks: Both the S&P 500 and the tech-focused NASDAQ have wiped out most of this year’s gains, as of this writing. Stocks...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1045 | 1168 | 1194 | 1508 | 2314 |
Fund Return | 2.26% | 4.51% | 16.77% | 6.09% | 8.56% | 8.75% |
Place in category | 440 | 36 | 89 | 148 | 126 | 44 |
% in Category | 51 | 8 | 14 | 24 | 22 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.12B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.39B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 8.85B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.74 | 388.49 | -2.14% | |
NVIDIA | US67066G1040 | 4.61 | 114.06 | -8.69% | |
Apple | US0378331005 | 4.35 | 238.03 | -1.58% | |
Alphabet A | US02079K3059 | 3.63 | 167.01 | -1.92% | |
Amazon.com | US0231351067 | 3.60 | 205.02 | -3.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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