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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1338 | 1133 | 1456 | 1092 | 1908 | 3556 |
Fund Return | 33.78% | 13.26% | 45.6% | 2.99% | 13.79% | 13.53% |
Place in category | 52 | 117 | 85 | 222 | 54 | 28 |
% in Category | 9 | 24 | 15 | 47 | 13 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.77B | 27.26 | 9.14 | 11.42 | ||
Oppenheimer Developing Markets Y | 8.84B | -0.26 | -6.47 | 1.47 | ||
Oppenheimer Developing Markets I | 6.22B | -0.13 | -6.33 | 1.63 | ||
Oppenheimer Global A | 6.14B | 15.64 | 2.34 | 9.27 | ||
Oppenheimer Capital Appreciation A | 5.32B | 35.02 | 8.08 | 13.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 20.44B | 18.93 | 3.83 | 11.18 | ||
Vanguard Small Cap Growth Index Adm | 15.8B | 25.15 | 3.40 | 9.95 | ||
Neuberger Berman Genesis R6 | 4.74B | 20.81 | 5.85 | 10.95 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.57B | 23.86 | 6.68 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.57B | 20.24 | 3.51 | 10.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hamilton Lane | US4074971064 | 2.61 | 150.27 | +0.75% | |
Evercore | US29977A1051 | 2.33 | 277.69 | +0.56% | |
Clean Harbors | US1844961078 | 2.32 | 231.77 | +0.99% | |
Comfort Systems | US1999081045 | 2.19 | 448.55 | +4.68% | |
Duolingo Inc | - | 2.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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