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BTIG has analyzed market trends and predicted that the S&P 500 index will likely re-test its 2024 high. The investment firm said in a research note Monday that the index, which is...
Oppenheimer analysts said in a note Monday that better-than-expected Q1 S&P 500 earnings and the recent pullback in stock prices brought P/E multiples of several key US benchmarks...
The US economy continues to send mixed signals, leading to recent swings in both stock and bond markets. In a recent note, Morgan Stanley strategists indicated that the market is...
Last week was big for macro and markets.Today’s piece is going to cover: The Fed’s dovish announcement: a sizeable tapering of their Quantitative Tightening...
The latest FOMC meeting caused a S&P 500 rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been...
Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of a business”....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1021 | 1070 | 1130 | 1313 | 1543 |
Fund Return | 2.13% | 2.13% | 7% | 4.17% | 5.6% | 4.44% |
Place in category | 722 | 722 | 714 | 304 | 556 | 436 |
% in Category | 94 | 94 | 96 | 46 | 86 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth R | 53.74M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 291.37M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.17B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 186.91M | 7.09 | 5.18 | 3.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.53 | 6.00 | 8.29 | ||
American Funds American Balanced R6 | 50.32B | 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 % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 2.75 | - | - | |
United States Treasury Notes | - | 1.99 | - | - | |
United States Treasury Bonds | - | 1.97 | - | - | |
United States Treasury Notes | - | 1.69 | - | - | |
Chevron Corp | - | 1.61 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Neutral | Sell |
Summary | Strong Buy | Neutral | Sell |
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