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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1057 | 1233 | 929 | 1595 | 2220 |
Fund Return | 9.56% | 5.65% | 23.27% | -2.41% | 9.79% | 8.3% |
Place in category | 40 | 85 | 99 | 271 | 119 | 140 |
% in Category | 13 | 30 | 25 | 79 | 44 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 10.74B | 0.41 | -9.25 | 1.94 | ||
Oppenheimer Main Street A | 9B | 7.77 | 5.89 | 10.64 | ||
Oppenheimer Developing Markets I | 8.34B | 0.49 | -9.12 | 2.11 | ||
Oppenheimer Global A | 6.21B | 6.68 | 1.53 | 8.91 | ||
Oppenheimer Capital Appreciation A | 4.78B | 10.12 | 5.10 | 12.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.69B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 35.21B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.52B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 18.14B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.11B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 11.83 | - | - | |
Amazon.com Inc | - | 7.14 | - | - | |
Hermes International | FR0000052292 | 6.32 | 2,158.00 | -0.55% | |
Alphabet Inc Class A | - | 6.17 | - | - | |
Novo Nordisk B | DK0062498333 | 5.19 | 931.6 | +0.83% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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