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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1155 | 1155 | 1422 | 1300 | 2113 | 3380 |
Fund Return | 15.51% | 15.51% | 42.2% | 9.15% | 16.14% | 12.95% |
Place in category | 140 | 140 | 289 | 520 | 336 | 505 |
% in Category | 12 | 12 | 24 | 50 | 33 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 10.81B | 2.12 | -7.74 | 2.12 | ||
Oppenheimer Main Street A | 8.68B | 12.31 | 9.26 | 11.11 | ||
Oppenheimer Developing Markets I | 8.49B | 2.15 | -7.62 | 2.29 | ||
Oppenheimer Global A | 6.02B | 11.06 | 4.92 | 9.29 | ||
Oppenheimer Discovery Mid Cap Growt | 3.58B | 16.02 | 1.97 | 10.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 118.35B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 10.73B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 53.34B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.93 | 395.12 | +1.49% | |
NVIDIA | US67066G1040 | 8.53 | 830.03 | -3.93% | |
Amazon.com | US0231351067 | 6.56 | 178.86 | +2.21% | |
Meta Platforms | US30303M1027 | 5.26 | 439.10 | +2.08% | |
Apple | US0378331005 | 4.64 | 169.30 | -0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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