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Stock market bulls regained control in May after April's decline interrupted an impressive five-month run from November to March, during which the market rose each month, with the...
Morgan Stanley said they still expect a soft landing for the US economy, though they have lowered the probability to 50% from the previous 80%. Meanwhile, the Wall Street giant has...
Investing.com-- The Dow snapped a two-day winning streak Thursday after briefly topping 40,000 for the first ever as investors weighed up a rebound in Treasury yields and a rally...
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and...
The Dow Jones Industrial Average (DJIA) reached a historic milestone on Wednesday, surpassing the 40,000 mark for the first time in its nearly 128-year history. The blue-chip...
Bit by bit, the bearish thesis I had outlined in April is no more. Yesterday delivered strong breakouts for the Nasdaq and S&P, although the Russell 2000 (IWM) still has some...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1063 | 1213 | 1187 | 1691 | 2749 |
Fund Return | 7.77% | 6.29% | 21.33% | 5.89% | 11.08% | 10.64% |
Place in category | 211 | 142 | 805 | 936 | 850 | 570 |
% in Category | 12 | 9 | 54 | 70 | 70 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.26B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Developing Markets I | 8.8B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Global A | 6.35B | 6.68 | 1.53 | 8.91 | ||
Oppenheimer Capital Appreciation A | 4.8B | 10.12 | 5.10 | 12.52 | ||
Oppenheimer Discovery Mid Cap Growt | 3.76B | 9.99 | -1.84 | 11.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.06 | - | - | |
NVIDIA Corp | - | 5.71 | - | - | |
Apple Inc | - | 4.69 | - | - | |
Amazon.com Inc | - | 4.10 | - | - | |
Alphabet Inc Class A | - | 4.09 | - | - |
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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