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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 942 | 942 | 981 | 1163 | 1808 | 2045 |
Fund Return | -5.81% | -5.81% | -1.94% | 5.17% | 12.58% | 7.41% |
Place in category | 274 | 274 | 289 | 174 | 194 | 184 |
% in Category | 81 | 81 | 79 | 46 | 61 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.19B | -4.81 | 10.71 | 10.41 | ||
Oppenheimer Developing Markets Y | 7.77B | 2.55 | 2.99 | 2.05 | ||
Oppenheimer Global A | 5.52B | -4.93 | 10.55 | 8.24 | ||
Oppenheimer Developing Markets I | 4.89B | 2.63 | 3.15 | 2.22 | ||
Oppenheimer Capital Appreciation A | 4.99B | -10.49 | 12.21 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.39B | 0.27 | 10.28 | 10.38 | ||
American Funds New Perspective R6 | 39.49B | 0.37 | 10.63 | 10.73 | ||
Old Westbury Large Cap Strategies | 24.2B | -1.97 | 10.15 | 7.38 | ||
American Funds New Perspective F2 | 20.07B | 0.36 | 10.52 | 10.61 | ||
American Funds New Economy A | 17.18B | -4.91 | 12.02 | 10.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 10.24 | 170.87 | +1.37% | |
Meta Platforms | US30303M1027 | 9.60 | 636.57 | +0.17% | |
S&P Global | US78409V1044 | 4.57 | 511.32 | +0.21% | |
SAP | DE0007164600 | 4.36 | 265.500 | -0.11% | |
Analog Devices | US0326541051 | 4.06 | 211.93 | -4.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Buy | Strong Sell |
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