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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1001 | 1127 | 1118 | 1638 | 2342 |
Fund Return | 12.74% | 0.09% | 12.74% | 3.78% | 10.38% | 8.88% |
Place in category | 173 | 278 | 173 | 157 | 104 | 84 |
% in Category | 28 | 47 | 28 | 28 | 20 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.48B | 23.64 | 6.70 | 11.19 | ||
Oppenheimer Developing Markets Y | 8.36B | -1.12 | -6.16 | 2.09 | ||
Oppenheimer Global A | 6.1B | 16.28 | 1.88 | 9.64 | ||
Oppenheimer Developing Markets I | 5.57B | -0.98 | -6.02 | 2.26 | ||
Oppenheimer Capital Appreciation A | 5.32B | 34.01 | 7.76 | 13.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.83B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Allison Transmission | US01973R1014 | 2.09 | 119.51 | +1.66% | |
Zurn Water Solutions | US98983L1089 | 2.01 | 38.18 | +0.95% | |
Wintrust | US97650W1080 | 1.86 | 135.05 | +1.20% | |
KB Home | US48666K1097 | 1.76 | 67.89 | -0.53% | |
ADMA Biologics Inc | US0008991046 | 1.76 | 16.0200 | -3.67% |
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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