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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 954 | 1070 | 1102 | 1545 | 1980 |
Fund Return | 3.08% | -4.58% | 6.98% | 3.28% | 9.1% | 7.07% |
Place in category | 1012 | 1115 | 1105 | 1064 | 991 | 738 |
% in Category | 84 | 97 | 97 | 99 | 97 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.17B | -1.81 | 3.45 | 7.99 | ||
Delaware Emerging Markets Instl | 2.76B | 3.93 | 0.73 | 5.38 | ||
Delaware Small Cap Value Instl | 2.32B | -0.34 | 2.63 | 7.33 | ||
Optimum Large Cap Growth Instl | 1.9B | -2.37 | 11.73 | 12.81 | ||
Optimum Large Cap Value Instl | 1.82B | 4.85 | 8.67 | 8.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.52B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Analog Devices | US0326541051 | 3.29 | 209.08 | -3.32% | |
Bank of America | US0605051046 | 3.27 | 39.61 | -0.55% | |
Exxon Mobil | US30231G1022 | 3.14 | 109.16 | -2.36% | |
Equity Residential | US29476L1070 | 3.14 | 69.78 | -1.55% | |
Cisco | US17275R1023 | 3.12 | 60.67 | -2.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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