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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1265 | 1029 | 1265 | 1259 | 1881 | 2712 |
Fund Return | 26.48% | 2.92% | 26.48% | 7.98% | 13.46% | 10.49% |
Place in category | 150 | 185 | 150 | 593 | 569 | 704 |
% in Category | 11 | 15 | 11 | 45 | 50 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.76B | 3.58 | 10.19 | 11.96 | ||
Oppenheimer Developing Markets Y | 8.32B | 1.52 | -4.54 | 2.37 | ||
Oppenheimer Global A | 6.26B | 5.03 | 6.79 | 10.23 | ||
Oppenheimer Developing Markets I | 5.58B | 1.52 | -4.40 | 2.54 | ||
Oppenheimer Capital Appreciation A | 5.44B | 3.96 | 13.37 | 13.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.33 | 131.14 | -1.25% | |
Microsoft | US5949181045 | 6.94 | 409.04 | -0.58% | |
Apple | US0378331005 | 5.60 | 236.87 | +1.83% | |
Amazon.com | US0231351067 | 4.64 | 228.93 | -1.65% | |
Meta Platforms | US30303M1027 | 3.64 | 725.38 | +0.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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