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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1012 | 1118 | 1160 | 1384 | 1728 |
Fund Return | 1.45% | 1.17% | 11.78% | 5.09% | 6.71% | 5.63% |
Place in category | 692 | 669 | 532 | 288 | 389 | 401 |
% in Category | 93 | 91 | 74 | 43 | 60 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.39B | -11.48 | 2.70 | 7.09 | ||
Delaware Emerging Markets Instl | 2.88B | 3.39 | 4.53 | 4.81 | ||
Delaware Small Cap Value Instl | 2.33B | -8.70 | 2.70 | 6.49 | ||
Optimum Large Cap Growth Instl | 1.89B | -9.37 | 13.76 | 12.04 | ||
Optimum Large Cap Value Instl | 1.82B | -1.08 | 7.87 | 7.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.31B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 94.12B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 56.27B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.28B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.05 | 134.38 | -0.88% | |
Apple | US0378331005 | 2.91 | 206.86 | -0.92% | |
Vanguard S&P 500 | US9229083632 | 2.86 | 544.88 | -0.35% | |
iShares Core MSCI Europe | US46434V7385 | 2.48 | 65.79 | +0.77% | |
Microsoft | US5949181045 | 2.10 | 458.15 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Neutral |
Summary | Strong Buy | Strong Buy | Neutral |
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