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Investing.com -- In a note this week, UBS analysts outlined eight pivotal questions that are currently shaping the global equity market. The note delved into potential market...
Investing.com -- Bank of America (NYSE:BAC) sees structural strength in the US economy, driven by what it calls a “sustained pickup in labor productivity growth.” The bank argues...
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 | 1028 | 1062 | 1263 | 1400 | 2023 | 3613 |
Fund Return | 2.78% | 6.21% | 26.33% | 11.87% | 15.13% | 13.71% |
Place in category | 1009 | 578 | 371 | 321 | 263 | 74 |
% in Category | 73 | 42 | 28 | 24 | 23 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 27.48B | 3.07 | 11.26 | 13.11 | ||
Schwab 1000 Index | 18.14B | 3.09 | 11.56 | 13.34 | ||
Schwab International Index | 10.37B | 4.95 | 4.60 | 5.71 | ||
Schwab Fundamental US Large Company | 9.8B | 4.06 | 10.68 | 12.14 | ||
Schwab Small Cap Index | 6.27B | 2.63 | 5.69 | 8.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.93 | 241.84 | +1.91% | |
Microsoft | US5949181045 | 6.00 | 396.99 | +1.14% | |
NVIDIA | US67066G1040 | 5.72 | 124.92 | +3.97% | |
Amazon.com | US0231351067 | 4.32 | 212.28 | +1.70% | |
Meta Platforms | US30303M1027 | 2.92 | 668.20 | +1.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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