Please try another search
| 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 | 4.84B | 38.64 | 46.67 | 18.30 | ||
| Delaware Small Cap Core I | 3.75B | 5.32 | 9.04 | 10.77 | ||
| Delaware Small Cap Value Instl | 1.72B | 10.25 | 10.74 | 10.75 | ||
| Optimum Large Cap Value Instl | 1.73B | 6.03 | 15.05 | 11.54 | ||
| Optimum Large Cap Growth Instl | 1.7B | -3.54 | 24.81 | 15.28 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.64B | 2.85 | 19.20 | 13.96 | ||
| Dodge & Cox Stock | 69.31B | 3.86 | 15.47 | 14.11 | ||
| Vanguard Equity-Income Adm | 60.47B | 6.26 | 16.09 | 12.75 | ||
| Vanguard Windsor II Admiral | 53.74B | 4.58 | 18.47 | 13.93 | ||
| American Funds Washington Mutual R6 | 46.8B | 2.91 | 19.56 | 14.30 |
| 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 | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
| Summary | Strong Sell | Strong Sell | Strong Sell |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review