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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 796 | 796 | 826 | 867 | 911 | 1269 |
Fund Return | -20.38% | -20.38% | -17.45% | -4.66% | -1.84% | 2.41% |
Place in category | 537 | 537 | 555 | 506 | 417 | 262 |
% in Category | 95 | 95 | 98 | 98 | 97 | 98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.29B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Main Street A | 9.08B | 7.77 | 5.89 | 10.64 | ||
Oppenheimer Developing Markets I | 8.85B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Global A | 6.33B | 6.68 | 1.53 | 8.91 | ||
Oppenheimer Capital Appreciation A | 4.77B | 10.12 | 5.10 | 12.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 8.86B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 6.08B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco Oppenheimer Master Loan R6 | - | 9.09 | - | - | |
United States Treasury Bonds 4.25% | - | 7.06 | - | - | |
TOPIX Future Mar20 | - | 6.26 | - | - | |
FTSE 100 Index Future Mar20 | - | 5.17 | - | - | |
Euro Stoxx 50 Mar20 | - | 4.55 | - | - |
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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