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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1111 | 1308 | 1155 | 1674 | 2431 |
Fund Return | 11.06% | 11.06% | 30.79% | 4.92% | 10.86% | 9.29% |
Place in category | 120 | 120 | 79 | 135 | 159 | 114 |
% in Category | 35 | 35 | 22 | 45 | 56 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 10.96B | 2.12 | -7.74 | 2.12 | ||
Oppenheimer Main Street A | 8.8B | 12.31 | 9.26 | 11.11 | ||
Oppenheimer Developing Markets I | 8.62B | 2.15 | -7.62 | 2.29 | ||
Oppenheimer Capital Appreciation A | 4.62B | 15.51 | 9.15 | 12.95 | ||
Oppenheimer Discovery Mid Cap Growt | 3.63B | 16.02 | 1.97 | 10.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 58.08B | 8.41 | 4.89 | 10.62 | ||
American Funds New Perspective R6 | 33.3B | 8.49 | 5.22 | 10.96 | ||
Old Westbury Large Cap Strategies | 23.22B | 10.14 | 5.16 | 7.56 | ||
American Funds New Perspective F2 | 17.16B | 8.45 | 5.11 | 10.85 | ||
American Funds New Economy A | 15.77B | 10.91 | 3.83 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 10.17 | 162.78 | -2.03% | |
Meta Platforms | US30303M1027 | 8.88 | 430.17 | -0.57% | |
DLF | INE271C01023 | 5.69 | 892.30 | +0.70% | |
Novo Nordisk B | DK0062498333 | 4.61 | 902.6 | +2.01% | |
Airbus Group | NL0000235190 | 4.61 | 154.68 | -0.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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