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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 956 | 926 | 978 | 872 | 960 | 1708 |
Fund Return | -4.36% | -7.36% | -2.23% | -4.47% | -0.82% | 5.5% |
Place in category | 103 | 122 | 131 | 157 | 140 | 53 |
% in Category | 67 | 69 | 76 | 91 | 95 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.09B | -4.81 | 10.71 | 10.41 | ||
Oppenheimer Developing Markets Y | 7.8B | 2.55 | 2.99 | 2.05 | ||
Oppenheimer Global A | 5.58B | -4.93 | 10.55 | 8.24 | ||
Oppenheimer Developing Markets I | 4.98B | 2.63 | 3.15 | 2.22 | ||
Oppenheimer Capital Appreciation A | 4.87B | -10.49 | 12.21 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World R6 | 27.59B | -4.60 | 2.51 | 6.83 | ||
American Funds SMALLCAP World A | 26.19B | -4.72 | 2.11 | 6.43 | ||
Fidelity Low-Priced Stock | 19.63B | -2.60 | 6.27 | 7.98 | ||
American Funds SMALLCAP World F2 | 8.88B | -4.64 | 2.40 | 6.71 | ||
Old Westbury Small & Mid Cap Strate | 8.31B | 0.31 | 4.05 | 5.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sysmex Cor | JP3351100007 | 2.69 | 2,625.0 | -1.94% | |
Carl Zeiss AG | DE0005313704 | 2.27 | 65.900 | +5.44% | |
Spirax-Sarco Engineering | GB00BWFGQN14 | 2.18 | 6,585.0 | +2.33% | |
Disco Corp | JP3548600000 | 2.10 | 35,930.0 | +7.83% | |
WEG ON | BRWEGEACNOR0 | 1.90 | 44.00 | +3.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | Sell |
Summary | Strong Buy | Buy | Sell |
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