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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1069 | 1190 | 1218 | 1654 | 2649 |
Fund Return | 5.03% | 6.93% | 19.04% | 6.79% | 10.58% | 10.23% |
Place in category | 87 | 90 | 193 | 154 | 152 | 115 |
% in Category | 25 | 27 | 50 | 40 | 50 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.66B | 3.58 | 10.19 | 11.96 | ||
Oppenheimer Developing Markets Y | 8.3B | 1.52 | -4.54 | 2.37 | ||
Oppenheimer Developing Markets I | 5.59B | 1.52 | -4.40 | 2.54 | ||
Oppenheimer Capital Appreciation A | 5.42B | 3.96 | 13.37 | 13.65 | ||
Oppenheimer Discovery Mid Cap Growt | 4.05B | 5.02 | 6.17 | 11.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.14B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 38.96B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 25.08B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 19.67B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 18.01B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 10.78 | 186.47 | +0.61% | |
Meta Platforms | US30303M1027 | 8.86 | 717.40 | +0.40% | |
DLF | INE271C01023 | 4.70 | 709.10 | -2.99% | |
S&P Global | US78409V1044 | 4.45 | 515.30 | -0.74% | |
Analog Devices | US0326541051 | 4.04 | 204.86 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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