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The S&P 500's next quarterly rebalance is set for June 7th, and Barclays analysts believe the next addition to the benchmark index may be Block Inc., a financial technology firm...
Recent stagflationary data in the US has dampened the reflation trade, prompting stock markets to recognize the “higher-for-longer” interest rate environment, Barclays strategists...
NEW YORK - The MSCI China index, which tracks Chinese shares listed on various exchanges, has experienced a significant rally, outperforming Wall Street's S&P 500 with a 9% gain...
Stocks were higher in the first quarter of 2024, continuing their winning ways that started in the fourth quarter of last year. Despite an up quarter overall, the MCM Thematic...
Rising rate cut hopes are fueling rallies in major indexes. Nasdaq 100 has broken above a key resistance. Meanwhile, S&P 500 is looking to break above a critical barrier. In...
This is probably going to be a dull week in terms of newsflow. Yesterday, we had Barkin and Williams from the Fed talking, and Barkin was more Hawkish on the rate outlook than...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1123 | 1379 | 1196 | 1737 | 2537 |
Fund Return | 12.28% | 12.28% | 37.94% | 6.16% | 11.68% | 9.75% |
Place in category | 190 | 190 | 36 | 1222 | 1020 | 791 |
% in Category | 13 | 13 | 4 | 94 | 85 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture Y | 1.77B | 12.30 | 6.42 | 10.03 | ||
Davis Global Y | 600.72M | 8.58 | -2.39 | 6.91 | ||
Davis Financial A | 424.43M | 10.72 | 9.15 | 9.69 | ||
Davis Financial Y | 419.91M | 10.78 | 9.40 | 9.93 | ||
Davis Opportunity A | 312.27M | 8.97 | 8.14 | 10.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.29 | 472.60 | +0.93% | |
Berkshire Hathaway A | US0846701086 | 8.51 | 612,394 | +0.19% | |
Wells Fargo&Co | US9497461015 | 7.78 | 61.23 | +1.61% | |
Capital One Financial | US14040H1059 | 6.88 | 142.87 | +0.22% | |
Amazon.com | US0231351067 | 6.49 | 188.00 | -0.40% |
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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