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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 1041 | 1194 | 1290 | 1907 | 2469 |
Fund Return | 7.44% | 4.07% | 19.43% | 8.87% | 13.78% | 9.46% |
Place in category | 718 | 558 | 880 | 107 | 111 | 192 |
% in Category | 57 | 44 | 74 | 11 | 14 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 9.2B | 3.65 | -6.63 | 1.68 | ||
Oppenheimer Main Street A | 9.78B | 21.30 | 7.02 | 11.11 | ||
Oppenheimer Developing Markets I | 6.8B | 3.79 | -6.50 | 1.85 | ||
Oppenheimer Global A | 6.23B | 14.21 | 0.83 | 9.40 | ||
Oppenheimer Capital Appreciation A | 5.34B | 26.81 | 5.60 | 12.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.25B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 5.99 | 72.77 | +0.23% | |
Citizens Financial Group Inc | US1746101054 | 5.54 | 46.42 | 0.00% | |
Bank of America | US0605051046 | 4.92 | 45.87 | +0.02% | |
Suncor Energy | CA8672241079 | 4.84 | 39.60 | +3.91% | |
Sanofi ADR | US80105N1054 | 4.58 | 49.51 | -1.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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