
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1012 | 1121 | 1170 | 1401 | 1773 |
Fund Return | 1.47% | 1.24% | 12.07% | 5.36% | 6.97% | 5.89% |
Place in category | 686 | 663 | 508 | 246 | 344 | 375 |
% in Category | 93 | 89 | 71 | 37 | 54 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.04B | -1.81 | 3.45 | 7.99 | ||
Delaware Emerging Markets Instl | 2.68B | 3.93 | 0.73 | 5.38 | ||
Delaware Small Cap Value Instl | 2.26B | -0.34 | 2.63 | 7.33 | ||
Optimum Large Cap Growth Instl | 1.83B | -2.37 | 11.73 | 12.81 | ||
Optimum Large Cap Value Instl | 1.78B | 4.85 | 8.67 | 8.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.36B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.03 | 7.26 | 8.46 | ||
American Funds American Balanced R6 | 54.19B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 4.72 | 513.76 | +0.49% | |
iShares Core US Aggregate Bond | US4642872265 | 3.45 | 98.18 | -0.29% | |
Apple | US0378331005 | 3.14 | 216.98 | -1.75% | |
NVIDIA | US67066G1040 | 3.03 | 115.74 | +6.42% | |
Microsoft | US5949181045 | 2.14 | 383.27 | +0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | 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