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By David Randall and Caroline Valetkevitch NEW YORK (Reuters) - Investors are increasingly pricing in the effect of a corporate tax cut into the shares of U.S. companies, leaving...
By David Randall NEW YORK (Reuters) - Judging by conference calls from the latest earnings season, U.S. companies and analysts have dropped their preoccupation with Washington and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1019 | 1108 | 1068 | 1200 | 1312 |
Fund Return | 2.94% | 1.94% | 10.84% | 2.21% | 3.71% | 2.75% |
Place in category | 15 | 27 | 20 | 45 | 220 | 276 |
% in Category | 5 | 7 | 7 | 9 | 55 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow Inst | 91.09M | 3.06 | 2.47 | 3.01 | ||
James Small Cap | 42.88M | 3.32 | 8.47 | 5.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 6.08B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 6.93 | - | - | |
United States Treasury Notes 3.125% | - | 6.64 | - | - | |
Microsoft Corp | - | 3.92 | - | - | |
United States Treasury Notes 2.375% | - | 3.28 | - | - | |
Alphabet Inc Class A | - | 2.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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