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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 997 | 1095 | 1074 | 1341 | 2001 |
Fund Return | 2.2% | -0.31% | 9.52% | 2.42% | 6.05% | 7.18% |
Place in category | 1120 | 1135 | 1125 | 1080 | 1014 | 756 |
% in Category | 92 | 96 | 97 | 99 | 99 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.39B | 4.24 | 5.97 | 9.25 | ||
Delaware Emerging Markets Instl | 2.83B | 5.40 | -1.38 | 5.68 | ||
Delaware Small Cap Value Instl | 2.4B | 4.37 | 5.12 | 8.53 | ||
Optimum Large Cap Growth Instl | 2.01B | 1.80 | 11.39 | 14.01 | ||
Optimum Large Cap Value Instl | 1.84B | 4.31 | 7.85 | 9.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.91B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Analog Devices | US0326541051 | 3.29 | 223.85 | -4.23% | |
Bank of America | US0605051046 | 3.27 | 44.12 | +0.41% | |
Exxon Mobil | US30231G1022 | 3.14 | 110.15 | +0.63% | |
Equity Residential | US29476L1070 | 3.14 | 73.68 | +1.18% | |
Cisco | US17275R1023 | 3.12 | 63.81 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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