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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 980 | 1104 | 1130 | 1366 | 1728 |
Fund Return | 10.4% | -1.97% | 10.4% | 4.16% | 6.43% | 5.62% |
Place in category | 415 | 523 | 415 | 129 | 337 | 371 |
% in Category | 56 | 73 | 56 | 21 | 53 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.74B | 10.26 | 1.87 | 8.41 | ||
Delaware Emerging Markets Instl | 2.82B | 6.51 | -3.68 | 5.07 | ||
Delaware Small Cap Value Instl | 2.56B | 11.14 | 2.23 | 7.55 | ||
Optimum Large Cap Growth Instl | 2.09B | 32.31 | 6.85 | 13.72 | ||
Optimum Large Cap Value Instl | 1.84B | 13.64 | 5.48 | 8.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.04B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced A | 42.26B | 15.67 | 4.56 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.05 | 137.71 | +3.10% | |
Apple | US0378331005 | 2.91 | 229.98 | +0.75% | |
Vanguard S&P 500 | US9229083632 | 2.86 | 549.46 | +0.96% | |
iShares Core MSCI Europe | US46434V7385 | 2.48 | 55.36 | +0.44% | |
Microsoft | US5949181045 | 2.10 | 429.03 | +1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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