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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 984 | 1141 | 1283 | 1816 | 2253 |
Fund Return | 4.85% | -1.61% | 14.07% | 8.67% | 12.68% | 8.46% |
Place in category | 545 | 620 | 750 | 573 | 596 | 547 |
% in Category | 44 | 52 | 64 | 55 | 60 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.17B | -1.81 | 3.45 | 7.99 | ||
Delaware Emerging Markets Instl | 2.76B | 3.93 | 0.73 | 5.38 | ||
Delaware Small Cap Value Instl | 2.32B | -0.34 | 2.63 | 7.33 | ||
Optimum Large Cap Growth Instl | 1.9B | -2.37 | 11.73 | 12.81 | ||
US24610B8265 | 1.44B | -1.81 | 3.58 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.52B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.48 | 242.28 | -1.73% | |
Exxon Mobil | US30231G1022 | 1.95 | 109.02 | +1.30% | |
Rtx Corp | US75513E1010 | 1.88 | 128.40 | +0.09% | |
Progressive | US7433151039 | 1.87 | 279.82 | -0.48% | |
Lowe’s | US5486611073 | 1.87 | 242.66 | -0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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