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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1040 | 1240 | 1047 | 1544 | 2347 |
Fund Return | 6.68% | 3.98% | 23.98% | 1.53% | 9.07% | 8.91% |
Place in category | 108 | 209 | 76 | 141 | 156 | 110 |
% in Category | 32 | 56 | 22 | 47 | 54 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.31B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Main Street A | 9.08B | 7.77 | 5.89 | 10.64 | ||
Oppenheimer Developing Markets I | 8.89B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Capital Appreciation A | 4.77B | 10.12 | 5.10 | 12.52 | ||
Oppenheimer Discovery Mid Cap Growt | 3.73B | 9.99 | -1.84 | 11.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.53B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.87B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.73B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.96B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.45B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc Class A | - | 10.76 | - | - | |
Meta Platforms Inc Class A | - | 8.54 | - | - | |
DLF | INE271C01023 | 5.45 | 852.00 | +0.07% | |
Airbus Group | NL0000235190 | 5.04 | 161.34 | +0.25% | |
Novo Nordisk B | DK0062498333 | 4.84 | 927.2 | +2.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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