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Investing.com - U.S. business activity came close to stalling in February as a fresh decline in services output offset faster -- albeit temporary -- growth in manufacturing,...
Investing.com -- Historically, March has typically been a positive month for major US stock indexes. According to market research firm Stock Trader's Almanac (STA), the S&P 500,...
Investing.com - Significant and lasting reductions in U.S. government spending would likely need to originate in Congress, rather than through the Elon Musk-led Department of...
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization...
Economic and corporate uncertainties are elevated as we progress through the first quarter. There’s no getting around it, tariffs are the headliner no matter where you go....
The S&P 500 ticked all the boxes as it closed above the 'bull trap' in a fresh breakout that came with a higher volume accumulation. It was a solid statement of intent for...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1018 | 1107 | 1087 | 1339 | 1887 |
Fund Return | 2.34% | 1.78% | 10.74% | 2.83% | 6.01% | 6.56% |
Place in category | 28 | 119 | 70 | 108 | 40 | 20 |
% in Category | 11 | 76 | 52 | 73 | 32 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 352.45B | 0.34 | 3.77 | 1.53 | ||
US3160671075 | 238.59B | 0.35 | 3.80 | 1.56 | ||
US31617H8051 | 109.16B | 0.36 | 4.00 | - | ||
Fidelity US Bond Index Instl Prem | 60.98B | 0.50 | -1.54 | 1.15 | ||
Strategic Advisers Core Income | 41.2B | 0.79 | -1.37 | 1.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.7B | 1.87 | 3.77 | 6.59 | ||
The Vanguard Target Retire 2025 Tr1 | 73.37B | 1.86 | 3.83 | 6.68 | ||
The Vanguard Target Retire 2025 Tr2 | 73.37B | 1.86 | 3.82 | 6.66 | ||
Vanguard Target Retire Trust Plus25 | 73.37B | 1.86 | 3.84 | 6.69 | ||
American Funds 2025 Trgt Date RetR6 | 22.88B | 2.37 | 4.15 | 6.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 24.34 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 9.42 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.37 | - | - | |
Fidelity Series Growth Company | - | 6.02 | - | - | |
Fidelity Series Large Cap Stock | - | 5.64 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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