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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 999 | 985 | 1044 | 1739 | 1876 |
Fund Return | -0.09% | -0.09% | -1.53% | 1.43% | 11.7% | 6.5% |
Place in category | 928 | 928 | 1132 | 1077 | 1013 | 768 |
% in Category | 77 | 77 | 98 | 98 | 98 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 4.83B | -8.13 | 1.09 | 7.17 | ||
Delaware Emerging Markets Instl | 2.51B | 3.39 | 2.34 | 5.84 | ||
Delaware Small Cap Value Instl | 2.06B | -5.24 | 1.52 | 6.65 | ||
Optimum Large Cap Growth Instl | 1.76B | -10.64 | 7.61 | 11.85 | ||
Optimum Large Cap Value Instl | 1.68B | 2.10 | 6.77 | 8.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Vanguard Equity-Income Adm | 54.22B | 2.77 | 8.04 | 10.37 | ||
Vanguard Windsor II Admiral | 48.93B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 38.74B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 38.93B | 2.62 | 8.03 | 10.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cigna | US1255231003 | 3.33 | 329.20 | -0.30% | |
J&J | US4781601046 | 3.31 | 154.36 | +1.73% | |
Duke Energy | US26441C2044 | 3.30 | 120.60 | +1.40% | |
Hershey Co | US4278661081 | 3.22 | 170.30 | +2.81% | |
Cisco | US17275R1023 | 3.21 | 57.41 | +0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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