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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1052 | 1089 | 1130 | 1200 | 1456 | 2175 |
| Fund Return | 5.21% | 8.94% | 13.03% | 6.26% | 7.8% | 8.08% |
| Place in category | 112 | 188 | 759 | 1051 | 988 | 822 |
| % in Category | 13 | 19 | 68 | 100 | 100 | 100 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Delaware Emerging Markets Instl | 5.67B | 25.32 | 38.35 | 17.07 | ||
| Delaware Small Cap Core I | 4.04B | 3.97 | 8.13 | 10.58 | ||
| Delaware Small Cap Value Instl | 1.86B | 6.37 | 8.70 | 10.53 | ||
| Optimum Large Cap Growth Instl | 1.77B | -0.48 | 25.53 | 15.44 | ||
| Optimum Large Cap Value Instl | 1.77B | 3.85 | 12.88 | 11.26 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.08B | 1.76 | 17.41 | 13.85 | ||
| Dodge & Cox Stock | 69.31B | 1.51 | 13.33 | 13.77 | ||
| Vanguard Equity-Income Adm | 59.07B | 3.39 | 13.51 | 12.46 | ||
| Vanguard Windsor II Admiral | 52.98B | 2.76 | 16.52 | 13.62 | ||
| American Funds Washington Mutual R6 | 46.34B | 1.79 | 17.76 | 14.19 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet Inc Class A | - | 4.17 | - | - | |
| Thermo Fisher Scientific Inc | - | 3.73 | - | - | |
| Charles Schwab Corp | - | 3.70 | - | - | |
| CSX Corp | - | 3.57 | - | - | |
| Bank of America Corp | - | 3.46 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Sell | Strong Sell |
| Technical Indicators | Sell | Sell | Strong Sell |
| Summary | Sell | Sell | Strong Sell |
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