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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1011 | 1345 | 1025 | 1645 | 2455 |
Fund Return | 14.21% | 1.06% | 34.54% | 0.83% | 10.46% | 9.4% |
Place in category | 197 | 233 | 139 | 204 | 173 | 113 |
% in Category | 53 | 63 | 41 | 56 | 56 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 9.02B | 3.65 | -6.63 | 1.68 | ||
Oppenheimer Main Street A | 9.61B | 21.30 | 7.02 | 11.11 | ||
Oppenheimer Developing Markets I | 6.4B | 3.79 | -6.50 | 1.85 | ||
Oppenheimer Capital Appreciation A | 5.26B | 26.81 | 5.60 | 12.70 | ||
Oppenheimer Discovery Mid Cap Growt | 4.08B | 19.89 | -3.12 | 11.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.92B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 37.69B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.23B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 18.7B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.44B | 20.68 | 2.32 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 10.55 | 167.63 | -4.74% | |
Meta Platforms | US30303M1027 | 8.86 | 563.09 | -0.43% | |
DLF | INE271C01023 | 5.10 | 805.30 | +4.05% | |
Analog Devices | US0326541051 | 4.58 | 213.96 | +1.40% | |
S&P Global | US78409V1044 | 4.25 | 511.37 | +1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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