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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1087 | 1239 | 1227 | 1465 | 2167 |
Fund Return | 12.47% | 8.73% | 23.92% | 7.05% | 7.94% | 8.04% |
Place in category | 156 | 67 | 151 | 158 | 155 | 138 |
% in Category | 87 | 38 | 80 | 89 | 93 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.72B | 9.58 | 3.61 | 9.35 | ||
Delaware Emerging Markets Instl | 2.97B | 16.99 | 0.09 | 4.87 | ||
Delaware Small Cap Value Instl | 2.64B | 11.58 | 5.57 | 8.05 | ||
Optimum Large Cap Growth Instl | 2.02B | 24.41 | 6.82 | 13.50 | ||
Optimum Large Cap Value Instl | 1.89B | 16.59 | 9.34 | 8.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 42.69B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 3.38 | 174.69 | -0.56% | |
Equity Residential | US29476L1070 | 3.37 | 75.63 | +1.02% | |
DuPont De Nemours | US26614N1028 | 3.31 | 85.09 | -0.18% | |
Honeywell | US4385161066 | 3.30 | 222.02 | +1.13% | |
TJX | US8725401090 | 3.29 | 117.71 | +0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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