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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 1004 | 1110 | 687 | 998 | 1875 |
Fund Return | -0.65% | 0.4% | 10.99% | -11.77% | -0.05% | 6.49% |
Place in category | 146 | 127 | 134 | 142 | 127 | 54 |
% in Category | 85 | 71 | 73 | 89 | 97 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.49B | 27.26 | 9.14 | 11.42 | ||
Oppenheimer Developing Markets Y | 8.71B | -0.26 | -6.47 | 1.47 | ||
Oppenheimer Developing Markets I | 6.04B | -0.13 | -6.33 | 1.63 | ||
Oppenheimer Global A | 6.1B | 15.64 | 2.34 | 9.27 | ||
Oppenheimer Capital Appreciation A | 5.33B | 35.02 | 8.08 | 13.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27B | 8.26 | -2.87 | 8.33 | ||
American Funds SMALLCAP World R6 | 25.63B | 8.63 | -2.50 | 8.73 | ||
American Funds SMALLCAP World F2 | 9.84B | 8.52 | -2.60 | 8.61 | ||
Old Westbury Small & Mid Cap Strate | 8.63B | 13.67 | 0.49 | 6.09 | ||
American Funds SMALLCAP World 529A | 1.56B | 8.23 | -2.90 | 8.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jack Henry&Associates | US4262811015 | 2.97 | 176.74 | +0.43% | |
SEI | US7841171033 | 2.84 | 82.75 | +1.57% | |
AMD | US0079031078 | 2.54 | 119.21 | +0.28% | |
WEG ON | BRWEGEACNOR0 | 2.13 | 55.54 | -1.63% | |
Exponent | US30214U1025 | 2.12 | 90.67 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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