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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1019 | 1048 | 1181 | 1980 | 2022 |
Fund Return | 1.9% | 1.9% | 4.81% | 5.7% | 14.64% | 7.3% |
Place in category | 533 | 533 | 843 | 822 | 812 | 711 |
% in Category | 45 | 45 | 72 | 76 | 79 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.51B | -3.72 | 8.03 | 7.66 | ||
Delaware Emerging Markets Instl | 3.3B | 30.80 | 15.69 | 7.85 | ||
Optimum Large Cap Growth Instl | 1.96B | 4.30 | 24.24 | 13.46 | ||
Delaware Small Cap Value Instl | 1.92B | -0.26 | 8.70 | 7.31 | ||
Optimum Large Cap Value Instl | 1.86B | 6.20 | 12.74 | 8.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.3B | 7.50 | 14.89 | 11.51 | ||
Vanguard Equity-Income Adm | 52.66B | 7.10 | 12.77 | 10.87 | ||
Vanguard Windsor II Admiral | 47.19B | 6.09 | 15.45 | 10.98 | ||
American Funds American Mutual A | 43.06B | 8.50 | 12.46 | 10.37 | ||
Vanguard Value Index Adm | 37.2B | 5.59 | 13.08 | 10.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.31 | 285.18 | -0.48% | |
Progressive | US7433151039 | 2.18 | 246.89 | +1.94% | |
Rtx Corp | US75513E1010 | 2.06 | 149.88 | +0.81% | |
Exxon Mobil | US30231G1022 | 2.04 | 112.91 | 0.00% | |
Abbott Labs | US0028241000 | 1.91 | 131.65 | +0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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