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By Wayne Cole SYDNEY (Reuters) -Asian share markets made guarded gains on Monday as investors waited anxiously to see if imminent tariffs would go ahead, while bitcoin surged on...
Investing.com-- U.S. stock index futures were largely unchanged on Sunday evening following sharp monthly declines on Wall Street, as investor sentiment remained cautious amid...
The combination of extremely rich equity valuations, high interest rates, and a new President taking bold actions will likely continue to whip stocks around for the foreseeable...
One of the most referenced valuation measures is Dr. Robert Shiller’s Cyclically Adjusted Price-Earnings Ratio, known as CAPE. Valuations have always been, and remain, an...
Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a better word, have gone parabolic. Such should not be surprising given the ongoing...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1048 | 1214 | 1309 | 1933 | 3145 |
Fund Return | 6.15% | 4.8% | 21.42% | 9.38% | 14.09% | 12.14% |
Place in category | 22 | 233 | 248 | 319 | 55 | 14 |
% in Category | 2 | 21 | 22 | 31 | 8 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 38.78B | 4.73 | 4.71 | 4.93 | ||
Dodge & Cox Balanced | 12.42B | 4.07 | 5.91 | 8.73 | ||
Dodge & Cox Global Stock | 10.45B | 5.40 | 6.89 | 8.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.19B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 | ||
American Funds American Mutual R6 | 32.92B | 4.26 | 8.81 | 10.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 4.05 | 235.69 | +1.77% | |
The Charles Schwab | US8085131055 | 4.01 | 79.53 | +1.40% | |
Wells Fargo&Co | US9497461015 | 3.24 | 78.32 | +2.22% | |
Rtx Corp | US75513E1010 | 3.17 | 132.99 | +1.89% | |
MetLife | US59156R1086 | 2.93 | 86.18 | +2.53% |
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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