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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 953 | 1067 | 1046 | 1275 | 1912 |
Fund Return | 6.71% | -4.65% | 6.71% | 1.5% | 4.99% | 6.7% |
Place in category | 1115 | 1137 | 1115 | 1069 | 1016 | 756 |
% in Category | 96 | 96 | 96 | 97 | 98 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.79B | 10.26 | 1.87 | 8.41 | ||
Delaware Emerging Markets Instl | 2.84B | 6.51 | -3.68 | 5.07 | ||
Delaware Small Cap Value Instl | 2.57B | 11.14 | 2.23 | 7.55 | ||
Optimum Large Cap Growth Instl | 2.1B | 32.31 | 6.85 | 13.72 | ||
Optimum Large Cap Value Instl | 1.87B | 13.64 | 5.48 | 8.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 40.4B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 4.03 | 60.47 | +1.54% | |
Travelers | US89417E1091 | 4.01 | 249.09 | -0.17% | |
Oracle | US68389X1054 | 3.98 | 170.38 | +5.16% | |
U.S. Bancorp | US9029733048 | 3.94 | 48.00 | +0.71% | |
Motorola | US6200763075 | 3.93 | 472.61 | +1.99% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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