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By Siddarth S (Reuters) - Goldman Sachs (NYSE:GS) has forecast the S&P 500 index would reach 6,500 by the end of 2025, joining peer Morgan Stanley (NYSE:MS), on the back of...
By Abigail Summerville (Reuters) -The Nasdaq and S&P 500 closed higher on Monday, recovering some losses as investors anticipate quarterly earnings from AI leader Nvidia...
Investing.com -- The S&P500 closed higher Monday, underpinned by a big tech and Tesla-driven rally ahead of key earnings from chipmaker Nvidia (NASDAQ:NVDA) as well as comments...
A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...
With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...
When we discuss technical analysis in our articles and podcasts, we often examine the moving average convergence divergence indicator, better known as the MACD, or colloquially...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1050 | 1343 | 998 | 1229 | 1898 |
Fund Return | 10.55% | 5.04% | 34.33% | -0.06% | 4.21% | 6.62% |
Place in category | 107 | 137 | 88 | 97 | 85 | 41 |
% in Category | 43 | 53 | 40 | 46 | 40 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.37B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 34.72B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 30.35B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.5B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.31B | 14.64 | 7.57 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 21.53B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.44B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 9.7B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
Cohen & Steers Real Estate SecuritI | 5.37B | 14.23 | 0.90 | 8.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 8.14 | 114.65 | +1.08% | |
American Tower | US03027X1000 | 7.66 | 198.84 | +1.22% | |
Equinix | US29444U7000 | 5.93 | 909.48 | +1.35% | |
Welltower | US95040Q1040 | 4.80 | 137.01 | +0.73% | |
Public Storage | US74460D1090 | 4.04 | 337.29 | +0.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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