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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1163 | 988 | 1163 | 1058 | 1557 | 2510 |
Fund Return | 16.28% | -1.17% | 16.28% | 1.88% | 9.26% | 9.64% |
Place in category | 168 | 170 | 168 | 170 | 169 | 111 |
% in Category | 44 | 45 | 44 | 45 | 58 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.66B | 23.64 | 6.70 | 11.19 | ||
Oppenheimer Developing Markets Y | 8.3B | -1.12 | -6.16 | 2.09 | ||
Oppenheimer Developing Markets I | 5.58B | -0.98 | -6.02 | 2.26 | ||
Oppenheimer Capital Appreciation A | 5.42B | 34.01 | 7.76 | 13.03 | ||
Oppenheimer Discovery Mid Cap Growt | 4.03B | 24.12 | -1.14 | 11.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.01B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 38.82B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 25.06B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 19.61B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 18B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 10.78 | 204.02 | +1.57% | |
Meta Platforms | US30303M1027 | 8.86 | 689.18 | +0.32% | |
DLF | INE271C01023 | 4.70 | 760.65 | +2.09% | |
S&P Global | US78409V1044 | 4.45 | 521.41 | -0.41% | |
Analog Devices | US0326541051 | 4.04 | 211.89 | -0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Sell | Neutral |
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