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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 943 | 943 | 985 | 1180 | 1854 | 2149 |
Fund Return | -5.69% | -5.69% | -1.46% | 5.69% | 13.14% | 7.95% |
Place in category | 271 | 271 | 277 | 140 | 154 | 161 |
% in Category | 80 | 80 | 74 | 40 | 51 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.04B | -4.81 | 10.71 | 10.41 | ||
Oppenheimer Developing Markets Y | 7.72B | 2.55 | 2.99 | 2.05 | ||
Oppenheimer Global A | 5.81B | -4.93 | 10.55 | 8.24 | ||
Oppenheimer Developing Markets I | 4.84B | 2.63 | 3.15 | 2.22 | ||
Oppenheimer Capital Appreciation A | 4.92B | -10.49 | 12.21 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.72B | 0.27 | 10.28 | 10.38 | ||
American Funds New Perspective R6 | 39.07B | 0.37 | 10.63 | 10.73 | ||
Old Westbury Large Cap Strategies | 23.91B | -1.97 | 10.15 | 7.38 | ||
American Funds New Perspective F2 | 19.86B | 0.36 | 10.52 | 10.61 | ||
American Funds New Economy A | 16.96B | -4.91 | 12.02 | 10.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 10.24 | 168.47 | -1.40% | |
Meta Platforms | US30303M1027 | 9.60 | 627.06 | -1.49% | |
S&P Global | US78409V1044 | 4.57 | 510.02 | -0.25% | |
SAP | DE0007164600 | 4.36 | 260.550 | -1.86% | |
Analog Devices | US0326541051 | 4.06 | 210.47 | -0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Buy | Buy | Strong Sell |
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