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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 951 | 980 | 998 | 637 | 1034 | 1807 |
Fund Return | -4.94% | -2.05% | -0.17% | -13.95% | 0.66% | 6.1% |
Place in category | 137 | 133 | 133 | 121 | 113 | 49 |
% in Category | 92 | 90 | 86 | 90 | 97 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 10.68B | 2.23 | -9.44 | 1.70 | ||
Oppenheimer Main Street A | 9.13B | 12.66 | 7.27 | 10.86 | ||
Oppenheimer Developing Markets I | 8.21B | 2.31 | -9.31 | 1.87 | ||
Oppenheimer Global A | 6.33B | 10.84 | 2.35 | 9.01 | ||
Oppenheimer Capital Appreciation A | 4.91B | 17.14 | 7.75 | 12.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.59B | 1.16 | -5.16 | 7.70 | ||
American Funds SMALLCAP World R6 | 24.31B | 1.32 | -4.81 | 8.10 | ||
American Funds SMALLCAP World F2 | 9.46B | 1.26 | -4.91 | 7.98 | ||
Old Westbury Small & Mid Cap Strate | 8.43B | 3.89 | -3.67 | 5.23 | ||
American Funds SMALLCAP World 529A | 1.6B | 1.15 | -5.19 | 7.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AMD | US0079031078 | 2.82 | 161.04 | +1.31% | |
Jack Henry&Associates | US4262811015 | 2.68 | 161.72 | +0.12% | |
SEI | US7841171033 | 2.36 | 65.88 | +1.60% | |
Manhattan Associates | US5627501092 | 2.26 | 231.49 | +2.29% | |
Disco Corp | JP3548600000 | 2.07 | 61,970.0 | +2.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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