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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1045 | 1178 | 1044 | 1603 | 2379 |
Fund Return | 1.72% | 4.51% | 17.79% | 1.44% | 9.9% | 9.05% |
Place in category | 107 | 53 | 127 | 180 | 51 | 21 |
% in Category | 16 | 7 | 21 | 36 | 10 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.26B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Main Street A | 9.11B | 7.77 | 5.89 | 10.64 | ||
Oppenheimer Developing Markets I | 8.8B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Global A | 6.35B | 6.68 | 1.53 | 8.91 | ||
Oppenheimer Capital Appreciation A | 4.8B | 10.12 | 5.10 | 12.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.77B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Atkore Inc | - | 2.42 | - | - | |
Summit Materials Inc Class A | - | 2.26 | - | - | |
AutoNation Inc | - | 2.02 | - | - | |
BellRing Brands Inc Class A | - | 1.94 | - | - | |
Allison Transmission Holdings Inc | - | 1.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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