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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1042 | 1159 | 1253 | 1721 | 2526 |
Fund Return | 5.44% | 4.22% | 15.94% | 7.81% | 11.47% | 9.71% |
Place in category | 893 | 656 | 1150 | 381 | 766 | 743 |
% in Category | 56 | 43 | 80 | 28 | 65 | 84 |
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 Global A | 6.34B | 6.68 | 1.53 | 8.91 | ||
Oppenheimer Capital Appreciation A | 4.77B | 10.12 | 5.10 | 12.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.79 | - | - | |
NVIDIA Corp | - | 4.91 | - | - | |
Apple Inc | - | 3.30 | - | - | |
JPMorgan Chase & Co | - | 2.39 | - | - | |
Walmart Inc | - | 2.09 | - | - |
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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