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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1026 | 1197 | 1223 | 1445 | 1780 |
Fund Return | 14.23% | 2.62% | 19.74% | 6.93% | 7.64% | 5.93% |
Place in category | 342 | 458 | 307 | 56 | 315 | 358 |
% in Category | 47 | 66 | 43 | 14 | 50 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.59B | 19.84 | 6.20 | 9.67 | ||
Delaware Small Cap Value Instl | 2.46B | 21.39 | 7.36 | 8.59 | ||
Delaware Emerging Markets Instl | 2.74B | 7.70 | -2.18 | 4.33 | ||
Optimum Large Cap Growth Instl | 2.1B | 31.75 | 6.89 | 13.55 | ||
Optimum Large Cap Value Instl | 1.8B | 21.11 | 9.89 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.44B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.48B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.00 | 144.47 | +4.45% | |
Vanguard S&P 500 | US9229083632 | 2.89 | 544.40 | +1.29% | |
Apple | US0378331005 | 2.83 | 243.36 | -0.20% | |
Microsoft | US5949181045 | 2.64 | 423.35 | +1.14% | |
iShares Core MSCI Europe | US46434V7385 | 2.47 | 54.01 | +0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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