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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1024 | 1089 | 1281 | 1742 | 2391 |
Fund Return | 1.85% | 2.41% | 8.94% | 8.59% | 11.74% | 9.11% |
Place in category | 228 | 43 | 233 | 120 | 144 | 130 |
% in Category | 65 | 13 | 60 | 32 | 46 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.06B | 2.34 | 10.43 | 11.12 | ||
Oppenheimer Developing Markets Y | 8.18B | 1.76 | -1.74 | 2.18 | ||
Oppenheimer Developing Markets I | 5.38B | 1.79 | -1.59 | 2.34 | ||
Oppenheimer Capital Appreciation A | 4.72B | -2.05 | 11.98 | 12.27 | ||
Oppenheimer Discovery Mid Cap Growt | 3.39B | -4.77 | 3.40 | 9.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61B | 3.37 | 8.42 | 10.93 | ||
American Funds New Perspective R6 | 37.81B | 3.41 | 8.77 | 11.28 | ||
Old Westbury Large Cap Strategies | 24.02B | 1.66 | 8.32 | 7.74 | ||
American Funds New Perspective F2 | 19.13B | 3.41 | 8.66 | 11.16 | ||
American Funds New Economy A | 16.64B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 11.91 | 173.86 | +0.88% | |
Meta Platforms | US30303M1027 | 8.83 | 625.66 | -0.36% | |
DLF | INE271C01023 | 4.59 | 667.05 | +0.26% | |
S&P Global | US78409V1044 | 4.26 | 497.00 | -3.35% | |
SAP | DE0007164600 | 3.96 | 254.350 | -2.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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