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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1024 | 1295 | 1220 | 1649 | 2249 |
Fund Return | 15.22% | 2.39% | 29.51% | 6.84% | 10.52% | 8.44% |
Place in category | 567 | 672 | 621 | 703 | 553 | 536 |
% in Category | 48 | 56 | 55 | 63 | 53 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.9B | 7.75 | 1.32 | 8.49 | ||
Delaware Emerging Markets Instl | 2.7B | 11.81 | -1.62 | 4.44 | ||
Delaware Small Cap Value Instl | 2.72B | 10.86 | 3.85 | 7.64 | ||
Optimum Large Cap Growth Instl | 2.07B | 23.46 | 4.11 | 13.13 | ||
Delaware Value Inst | 1.72B | 9.63 | 4.15 | 7.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.06B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.00 | 248.55 | +1.55% | |
Exxon Mobil | US30231G1022 | 2.26 | 121.79 | -0.11% | |
Lowe’s | US5486611073 | 2.01 | 264.68 | -0.20% | |
Progressive | US7433151039 | 1.94 | 266.06 | +0.99% | |
Rtx Corp | US75513E1010 | 1.91 | 120.77 | +0.20% |
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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