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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 906 | 962 | 1007 | 603 | 938 | 1818 |
Fund Return | -9.37% | -3.79% | 0.71% | -15.51% | -1.27% | 6.16% |
Place in category | 140 | 142 | 125 | 123 | 112 | 39 |
% in Category | 92 | 92 | 75 | 89 | 93 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.31B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Main Street A | 9.08B | 7.77 | 5.89 | 10.64 | ||
Oppenheimer Developing Markets I | 8.89B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Global A | 6.34B | 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% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 28.11B | -2.28 | -6.46 | 7.58 | ||
American Funds SMALLCAP World R6 | 24.39B | -2.15 | -6.10 | 7.98 | ||
American Funds SMALLCAP World F2 | 9.54B | -2.20 | -6.21 | 7.86 | ||
Old Westbury Small & Mid Cap Strate | 8.56B | -0.32 | -5.33 | 4.91 | ||
Oppenheimer Global Opportunities A | 1.74B | -9.49 | -15.83 | 5.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Advanced Micro Devices Inc | - | 3.12 | - | - | |
Manhattan Associates Inc | - | 3.01 | - | - | |
Jack Henry & Associates Inc | - | 2.58 | - | - | |
Disco Corp | JP3548600000 | 2.56 | 55,750.0 | -0.55% | |
SEI Investments Co | - | 2.32 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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