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Investing.com - Asia-Pacific shares witnessed a mixed opening on Thursday, following the downward trend of most US stocks on Wednesday. This response came after the US Federal...
Investing.com-- U.S. stock index futures rose in evening deals on Wednesday after a whipsaw session on Wall Street as Federal Reserve Chair Jerome Powell warned that interest rates...
Investing.com-- The S&P 500 closed lower Wednesday after swinging between gains and losses as the Federal Reserve kept rates unchanged on Wednesday, but the central bank maintained...
The S&P 500 was most affected by the presence of converged 20-day and 50-day MAs as it finished Monday with a neutral 'doji' just below these moving averages.The small gain was...
Over the last two weeks, the bullish sentiment index has reversed from extreme greed to fear. The composite net bullish sentiment index, comprised of professional and retail...
Stocks finished the day higher, thanks to a buy imbalance that gave the market a lift in the final 10 minutes. Technically, not much changed yesterday, and that is because the...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1049 | 1192 | 1182 | 1553 | 1972 |
Fund Return | 4.92% | 4.92% | 19.22% | 5.73% | 9.21% | 7.03% |
Place in category | 461 | 461 | 87 | 116 | 92 | 166 |
% in Category | 62 | 62 | 14 | 20 | 18 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.31B | 10.27 | 13.26 | 12.16 | ||
Oakmark International Institutional | 8.86B | 0.15 | 0.34 | - | ||
Oakmark Institutional | 6.33B | 10.34 | 13.51 | - | ||
Oakmark International Investor | 5.55B | 0.11 | 0.12 | 3.27 | ||
Oakmark Select Advisor | 3.18B | 6.25 | 10.80 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.59B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 50.23B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc Class A | - | 3.00 | - | - | |
Fiserv Inc | - | 2.61 | - | - | |
Bank of America | US0605051046 | 2.22 | 36.94 | -0.19% | |
United States Treasury Notes 3.125% | - | 2.07 | - | - | |
Charles Schwab Corp | - | 2.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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