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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1020 | 1268 | 1072 | 1732 | 2371 |
Fund Return | 10.84% | 1.96% | 26.77% | 2.35% | 11.62% | 9.01% |
Place in category | 120 | 211 | 76 | 160 | 138 | 111 |
% in Category | 38 | 56 | 22 | 53 | 50 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 10.68B | 2.23 | -9.44 | 1.70 | ||
Oppenheimer Main Street A | 9.13B | 12.66 | 7.27 | 10.86 | ||
Oppenheimer Developing Markets I | 8.21B | 2.31 | -9.31 | 1.87 | ||
Oppenheimer Capital Appreciation A | 4.91B | 17.14 | 7.75 | 12.75 | ||
Oppenheimer Discovery Mid Cap Growt | 3.6B | 11.90 | -0.34 | 11.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.2B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.54B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 23.87B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.32B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.53B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 11.60 | 177.79 | +0.66% | |
Meta Platforms | US30303M1027 | 7.65 | 508.84 | +0.27% | |
DLF | INE271C01023 | 5.64 | 858.05 | +0.24% | |
Novo Nordisk B | DK0062498333 | 5.14 | 989.6 | +0.77% | |
Airbus Group | NL0000235190 | 4.75 | 149.36 | +0.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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