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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1058 | 966 | 1175 | 1355 | 1301 | 2086 |
| Fund Return | 5.77% | -3.38% | 17.49% | 10.65% | 5.41% | 7.63% |
| Place in category | 973 | 1095 | 915 | 1034 | 969 | 815 |
| % in Category | 86 | 95 | 83 | 98 | 98 | 99 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Delaware Emerging Markets Instl | 8.02B | 102.86 | 65.88 | 21.34 | ||
| Delaware Small Cap Core I | 4.07B | 12.11 | 14.35 | 10.27 | ||
| Optimum Large Cap Growth Instl | 1.84B | 9.28 | 24.98 | 15.86 | ||
| Optimum Large Cap Value Instl | 1.83B | 7.05 | 16.22 | 10.59 | ||
| Delaware Small Cap Value Instl | 1.66B | 14.82 | 17.46 | 9.69 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 97.6B | 5.78 | 19.09 | 13.36 | ||
| Dodge & Cox Stock | 68.44B | 3.58 | 16.47 | 12.81 | ||
| Vanguard Equity-Income Adm | 61.24B | 8.99 | 18.51 | 12.05 | ||
| Vanguard Windsor II Admiral | 54.07B | 6.67 | 18.67 | 12.98 | ||
| American Funds Washington Mutual R6 | 48.96B | 5.91 | 19.45 | 13.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | - | 5.05 | 345.29 | -0.24% | |
| Amazon.com | - | 3.74 | 234.27 | +0.07% | |
| Prologis | - | 3.73 | 140.87 | -3.02% | |
| Analog Devices | - | 3.51 | 413.16 | +1.45% | |
| Carrier Global | - | 3.36 | 74.06 | +4.68% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Strong Sell | BUY | Strong Sell |
| Summary | Strong Sell | Neutral | Strong Sell |
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