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By Chibuike Oguh NEW YORK (Reuters) - U.S. stocks closed a choppy session little changed on Thursday, erasing initial declines as Treasury yields eased off recent highs after the...
Investing.com -- UBS raised its target on the S&P 500 from 5,800 to 6,000 and initiated a June 2026 target of 6,400. The move follows better first-quarter earnings results and...
Investing.com -- In its U.S. equity insights note Thursday, Barclays (LON:BARC) said first-quarter 2025 earnings were “good (in some aspects very good)” across the S&P 500, but...
The S&P 500 fell sharply yesterday, dropping by around 1.6%, following a weak 20-year Treasury auction, which sent bond yields soaring. None of this should have been a...
Major tech-related companies host Annual General Meetings in the weeks ahead Q1 earnings season was strong, but the collective macro outlook remains murky AI is back in vogue...
Monday was a record-setting day. Stocks opened down 1% on news that Moody’s downgraded the US credit rating to AA. While some perceived the downgrade as problematic, retail...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 985 | 1007 | 1200 | 1807 | 2381 |
Fund Return | 0.13% | -1.5% | 0.65% | 6.26% | 12.56% | 9.06% |
Place in category | 202 | 55 | 1098 | 815 | 669 | 223 |
% in Category | 18 | 7 | 96 | 75 | 68 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Yacktman Focused S | 1.38B | 0.87 | 5.37 | 8.96 | ||
AMG Yacktman Focused I | 1.18B | 0.92 | 5.57 | 9.16 | ||
AMG River Road Small Cap Value I | 971.17M | -6.62 | 7.56 | 9.08 | ||
AMG GW&K Municipal Bond I | 913.19M | -0.84 | 2.45 | 1.79 | ||
AMG TimesSquare Mid Cap Growth I | 688.21M | -1.87 | 8.56 | 10.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 64.11B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 50.9B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 45.17B | -2.89 | 9.22 | 9.94 | ||
American Funds American Mutual A | 40.82B | 0.23 | 8.04 | 9.25 | ||
Vanguard Value Index Adm | 36.28B | -1.00 | 8.48 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bollore | FR0000039299 | 7.75 | 5.71 | -0.17% | |
Canadian Natural | CA1363851017 | 6.94 | 42.77 | +0.38% | |
Samsung Electronics Co Pref | KR7005931001 | 5.66 | 44,950 | -1.21% | |
Microsoft | US5949181045 | 3.84 | 454.86 | +0.51% | |
Charles Schwab | US8085131055 | 3.25 | 87.31 | -0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Buy | Sell |
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