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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 905 | 961 | 1003 | 596 | 921 | 1747 |
Fund Return | -9.49% | -3.87% | 0.35% | -15.83% | -1.64% | 5.73% |
Place in category | 143 | 145 | 128 | 126 | 114 | 49 |
% in Category | 92 | 94 | 76 | 91 | 94 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.11B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Main Street A | 8.97B | 7.77 | 5.89 | 10.64 | ||
Oppenheimer Developing Markets I | 8.65B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Global A | 6.24B | 6.68 | 1.53 | 8.91 | ||
Oppenheimer Capital Appreciation A | 4.71B | 10.12 | 5.10 | 12.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.77B | -2.28 | -6.46 | 7.58 | ||
American Funds SMALLCAP World R6 | 24.09B | -2.15 | -6.10 | 7.98 | ||
American Funds SMALLCAP World F2 | 9.43B | -2.20 | -6.21 | 7.86 | ||
Old Westbury Small & Mid Cap Strate | 8.46B | -0.32 | -5.33 | 4.91 | ||
American Funds SMALLCAP World 529A | 1.62B | -2.29 | -6.48 | 7.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Advanced Micro Devices Inc | - | 3.12 | - | - | |
Manhattan Associates Inc | - | 3.01 | - | - | |
Jack Henry & Associates Inc | - | 2.58 | - | - | |
Disco Corp | JP3548600000 | 2.56 | 50,880.0 | -0.16% | |
SEI Investments Co | - | 2.32 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Sell | Sell |
Summary | Buy | Neutral | Sell |
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