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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1053 | 1092 | 1140 | 1228 | 1512 | 2346 |
| Fund Return | 5.33% | 9.21% | 13.96% | 7.09% | 8.62% | 8.9% |
| Place in category | 96 | 147 | 643 | 1041 | 970 | 803 |
| % in Category | 12 | 16 | 60 | 99 | 98 | 97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Delaware Emerging Markets Instl | 5.12B | 25.32 | 38.35 | 17.07 | ||
| Delaware Small Cap Core I | 3.97B | 5.32 | 9.04 | 10.77 | ||
| Delaware Small Cap Value Instl | 1.81B | 6.37 | 8.70 | 10.53 | ||
| Optimum Large Cap Growth Instl | 1.76B | -3.54 | 24.81 | 15.28 | ||
| Optimum Large Cap Value Instl | 1.73B | 6.03 | 15.05 | 11.54 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.08B | 1.76 | 17.41 | 13.85 | ||
| Dodge & Cox Stock | 69.31B | 3.86 | 15.47 | 14.11 | ||
| Vanguard Equity-Income Adm | 60.47B | 6.26 | 16.09 | 12.75 | ||
| Vanguard Windsor II Admiral | 53.74B | 2.76 | 16.52 | 13.62 | ||
| American Funds Washington Mutual R6 | 46.34B | 2.91 | 19.56 | 14.30 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet Inc Class A | - | 4.17 | - | - | |
| Thermo Fisher Scientific Inc | - | 3.73 | - | - | |
| Charles Schwab Corp | - | 3.70 | - | - | |
| CSX Corp | - | 3.57 | - | - | |
| Bank of America Corp | - | 3.46 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Sell | Strong Sell | Strong Sell |
| Summary | Strong Sell | Strong Sell | Strong Sell |
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