Yahoo
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a correction in 1Q25 due to macro risks, weak economic growth, and inflation. The fund declined 6.9% (-7.1%, net) compared to a 9.5% decrease […]
SeekingAlpha
The April CPI report comes in on the dovish side. UnitedHealth CEO steps down. AMC announces 50% off Wednesday movies.
SeekingAlpha
A Decrease In Merger Activity Is Holding Back Moelis & Company
SeekingAlpha
Energy Transfer LP 9.250% FXD PFD I offers a high yield of 7.4%. Click here to find out why ET stock is a Hold.
Yahoo
EVR's first-quarter 2025 results benefit from strong advisory revenues and higher AUM. However, increased expenses weigh on the performance to some extent.
Yahoo
Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...
Double maintains 3 strategies that include MC - Moelis & Co.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EVR | 88.96% | $9.17B | +19.07% | 1.35% |
PIPR | 88.91% | $4.71B | +26.93% | 0.96% |
LAZ | 84.56% | $4.35B | +13.57% | 4.36% |
PJT | 83.51% | $3.60B | +47.90% | 0.68% |
PWP | 83.28% | $1.18B | +23.66% | 1.88% |
SNV | 83.13% | $6.86B | +24.43% | 3.12% |
GS | 82.67% | $188.98B | +32.59% | 1.90% |
JEF | 82.51% | $11.02B | +12.97% | 2.65% |
HLI | 82.49% | $12.58B | +35.05% | 1.26% |
SF | 81.87% | $10.09B | +18.20% | 1.76% |
PNFP | 81.80% | $8.60B | +32.77% | 0.83% |
WTFC | 81.78% | $8.18B | +19.72% | 1.55% |
HBAN | 81.64% | $23.45B | +13.62% | 3.87% |
ASB | 81.60% | $4.03B | +9.65% | 3.72% |
RF | 81.25% | $20.19B | +11.74% | 4.43% |
ONB | 81.23% | $8.26B | +27.65% | 2.52% |
CFG | 81.21% | $18.09B | +14.24% | 4.05% |
SYF | 81.20% | $23.03B | +39.12% | 1.74% |
FNB | 81.03% | $5.20B | +2.92% | 3.33% |
MS | 80.43% | $212.59B | +33.07% | 2.80% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
KCE | 85.81% | $484.42M | 0.35% |
KBE | 84.95% | $1.50B | 0.35% |
KBWB | 84.80% | $3.75B | 0.35% |
KRE | 84.23% | $3.59B | 0.35% |
IAT | 83.93% | $607.11M | 0.4% |
FXO | 83.81% | $2.10B | 0.62% |
TPSC | 83.08% | $202.13M | 0.52% |
SPSM | 82.72% | $11.14B | 0.03% |
DFSV | 82.60% | $4.63B | 0.3% |
AVUV | 82.59% | $15.69B | 0.25% |
IJR | 82.40% | $79.01B | 0.06% |
DFAS | 82.40% | $9.91B | 0.27% |
DFAT | 82.34% | $10.55B | 0.28% |
VIOO | 82.31% | $2.88B | 0.1% |
SDVY | 82.20% | $8.10B | 0.59% |
EES | 81.97% | $588.44M | 0.38% |
FNDA | 81.93% | $8.30B | 0.25% |
PRFZ | 81.91% | $2.33B | 0.34% |
SLYG | 81.87% | $3.31B | 0.15% |
FYX | 81.83% | $811.75M | 0.6% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EW | -0.05% | $45.10B | -14.68% | 0.00% |
NEE | 0.06% | $153.47B | -2.43% | 2.84% |
MVO | 0.15% | $66.70M | -38.82% | 21.64% |
SRRK | -0.37% | $2.92B | +115.29% | 0.00% |
CYD | 0.38% | $643.06M | +106.88% | 2.24% |
CYCN | -0.39% | $9.37M | +2.39% | 0.00% |
AGI | -0.39% | $10.32B | +50.74% | 0.42% |
KR | 0.40% | $44.68B | +24.17% | 1.89% |
JNJ | -0.53% | $360.54B | -3.03% | 3.32% |
FE | 0.53% | $24.49B | +5.52% | 4.06% |
MNOV | -0.60% | $68.17M | -2.80% | 0.00% |
MSIF | 0.61% | $715.25M | +28.42% | 7.05% |
WTRG | 0.65% | $10.70B | -3.17% | 3.41% |
VSA | 0.74% | $7.04M | -49.24% | 0.00% |
AVNW | -0.79% | $263.49M | -34.51% | 0.00% |
NOVA | 0.82% | $27.46M | -95.24% | 0.00% |
MOH | 0.90% | $17.02B | -8.99% | 0.00% |
CARV | 0.93% | $7.41M | -22.87% | 0.00% |
T | 1.08% | $196.66B | +57.98% | 4.07% |
CHD | -1.21% | $23.29B | -11.36% | 1.23% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -61.94% | $140.49M | 0.59% |
VIXY | -60.21% | $109.64M | 0.85% |
BTAL | -58.76% | $361.41M | 1.43% |
IVOL | -34.67% | $353.94M | 1.02% |
FXY | -34.11% | $838.61M | 0.4% |
XONE | -26.21% | $603.24M | 0.03% |
SPTS | -25.79% | $5.76B | 0.03% |
UDN | -25.64% | $137.74M | 0.78% |
BWX | -25.15% | $1.41B | 0.35% |
VGSH | -24.68% | $22.38B | 0.03% |
UTWO | -24.39% | $387.71M | 0.15% |
SCHO | -24.12% | $10.87B | 0.03% |
FXE | -23.61% | $525.40M | 0.4% |
FTSD | -21.66% | $212.46M | 0.25% |
IBTI | -20.58% | $995.39M | 0.07% |
IBTH | -19.58% | $1.53B | 0.07% |
IBTJ | -18.54% | $658.04M | 0.07% |
IBTG | -18.51% | $1.88B | 0.07% |
IEI | -18.07% | $16.09B | 0.15% |
IBTK | -18.00% | $431.59M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -24.72% | $22.95B | +20.67% | 1.12% |
AWK | -17.06% | $27.37B | +4.54% | 2.22% |
AMT | -15.15% | $99.10B | +8.59% | 3.09% |
CL | -14.54% | $72.64B | -5.18% | 2.25% |
TU | -13.91% | $23.77B | -4.62% | 7.19% |
ED | -13.18% | $36.75B | +5.26% | 3.28% |
CME | -12.61% | $98.74B | +28.80% | 3.84% |
TEF | -10.31% | $27.20B | +8.80% | 6.44% |
SO | -10.00% | $96.04B | +10.08% | 3.29% |
AEP | -9.76% | $54.28B | +9.80% | 3.61% |
DG | -8.17% | $20.45B | -36.56% | 2.55% |
CCI | -8.10% | $43.88B | -3.12% | 6.19% |
FMTO | -7.38% | $45.74M | -99.96% | 0.00% |
GIS | -6.52% | $29.79B | -23.81% | 4.42% |
MKTX | -6.39% | $8.01B | -1.42% | 1.39% |
PHYS.U | -5.98% | - | - | 0.00% |
K | -5.62% | $28.49B | +32.17% | 2.77% |
PG | -5.49% | $380.78B | -3.25% | 2.51% |
MDLZ | -5.37% | $84.34B | -9.43% | 2.85% |
DUK | -4.97% | $90.12B | +12.74% | 3.61% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
KRBN | 0.28% | $160.09M | 0.85% |
GCOR | -0.30% | $537.55M | 0.08% |
JUCY | 0.35% | $297.77M | 0.6% |
FISR | 0.43% | $404.42M | 0.5% |
UNG | 0.48% | $371.83M | 1.06% |
CORN | -0.48% | $49.57M | 0.2% |
EAGG | -0.48% | $3.77B | 0.1% |
IBMO | 0.50% | $512.46M | 0.18% |
MUST | 0.51% | $403.58M | 0.23% |
UBND | 0.57% | $727.50M | 0.4% |
IBMR | 0.74% | $237.53M | 0.18% |
TLTW | 0.75% | $1.03B | 0.35% |
SHYD | 0.75% | $318.05M | 0.35% |
PULS | -0.80% | $11.17B | 0.15% |
DFIP | 0.83% | $875.64M | 0.11% |
SPAB | -0.90% | $8.75B | 0.03% |
FEMB | 0.98% | $154.92M | 0.85% |
TIPX | 1.04% | $1.64B | 0.15% |
JSI | 1.11% | $729.68M | 0.49% |
AGG | -1.13% | $122.45B | 0.03% |
Current Value
$61.161 Year Return
Current Value
$61.161 Year Return