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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1015 | 1202 | 1121 | 1388 | 2004 |
Fund Return | 9.39% | 1.47% | 20.16% | 3.89% | 6.77% | 7.2% |
Place in category | 1081 | 933 | 1134 | 1012 | 991 | 728 |
% in Category | 92 | 78 | 97 | 94 | 97 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 6.03B | 7.75 | 1.32 | 8.49 | ||
Delaware Emerging Markets Instl | 2.87B | 11.81 | -1.62 | 4.44 | ||
Delaware Small Cap Value Instl | 2.76B | 10.86 | 3.85 | 7.64 | ||
Optimum Large Cap Growth Instl | 2.1B | 23.46 | 4.11 | 13.13 | ||
Optimum Large Cap Value Instl | 1.9B | 15.22 | 6.84 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 3.60 | 59.18 | +0.80% | |
Oracle | US68389X1054 | 3.53 | 189.63 | +0.03% | |
DuPont De Nemours | US26614N1028 | 3.47 | 83.40 | +1.35% | |
Lowe’s | US5486611073 | 3.46 | 272.32 | +0.90% | |
Motorola | US6200763075 | 3.41 | 496.70 | -0.15% |
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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