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Investing.com -- Bank of America (NYSE:BAC) analysts identified ten key macroeconomic themes for 2025 in a note Tuesday, predicting equity upside, policy shifts, and evolving...
Investing.com -- Bank of America's Sell Side Indicator (SSI) held steady at 56.7% in November, its highest level since early 2022. Despite the S&P 500 closing at a fresh all-time...
Investing.com -- December is shaping up to be a pivotal month for retail investor repositioning, as year-end tax strategies are expected to play a significant role, according to a...
The matrix below highlights the year-to-date percentage performance of each constituent of the S&P 500. The size of the cells is proportional to the market capitalization of...
Markets were up on the broader index but mixed overall, with 319 names lower in the S&P 500 and 180 higher. The day was uneventful from an equity market standpoint, but we saw...
Investors are weighing stocks' steady growth against Bitcoin's high-risk, high-reward potential. The S&P 500 looks strong, but Bitcoin's fate depends on regulations and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1210 | 1037 | 1380 | 1298 | 2034 | - |
Fund Return | 20.96% | 3.66% | 38.01% | 9.07% | 15.26% | - |
Place in category | 360 | 384 | 381 | 303 | 227 | - |
% in Category | 22 | 29 | 26 | 21 | 19 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard Institutional Idx Instl Pl | 182.23B | 20.95 | 9.06 | 12.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Institutional Idx Instl Pl | 182.23B | 20.95 | 9.06 | 12.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.12 | 241.38 | +0.75% | |
NVIDIA | US67066G1040 | 6.77 | 138.85 | +0.16% | |
Microsoft | US5949181045 | 6.26 | 430.24 | -0.17% | |
Amazon.com | US0231351067 | 3.61 | 212.75 | +0.97% | |
Meta Platforms | US30303M1027 | 2.57 | 603.26 | +1.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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