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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1067 | 1012 | 1233 | 1555 | 2184 |
Fund Return | 1.19% | 6.67% | 1.19% | 7.24% | 9.23% | 8.13% |
Place in category | 145 | 141 | 145 | 7 | 86 | 82 |
% in Category | 70 | 75 | 70 | 5 | 53 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 642.27M | 9.02 | 7.96 | 15.98 | ||
White Oak Select Growth | 415.96M | 8.13 | 4.66 | 11.80 | ||
Pin Oak Equity | 134.78M | 7.71 | 2.81 | 9.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Health Care Adm | 38.53B | 2.04 | 5.70 | 9.71 | ||
Fidelity Select Health Care | 10.35B | 1.67 | -1.29 | 10.37 | ||
T. Rowe Price Health Sciences | 8.87B | 2.58 | 0.16 | 11.52 | ||
Vanguard Health Care Inv | 7.17B | 2.02 | 5.65 | 9.66 | ||
Fidelity Advisor Health Care I | 6.23B | 1.53 | -1.29 | 9.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amgen | US0311621009 | 5.61 | 305.85 | +1.61% | |
Cencora Inc | US03073E1055 | 5.37 | 226.57 | +2.74% | |
Regeneron Pharma | US75886F1075 | 5.33 | 980.16 | +1.06% | |
McKesson | US58155Q1031 | 4.80 | 569.59 | +1.54% | |
Cardinal Health | US14149Y1082 | 4.26 | 99.27 | +1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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