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Investing.com -- Global equity markets gained 9.1% in the first half of the year despite significant volatility, with the MSCI AC World Index reaching an all-time high. Markets...
EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1107 | 1026 | 1094 | 1899 | 1586 | 2826 |
| Fund Return | 10.74% | 2.6% | 9.45% | 23.83% | 9.67% | 10.95% |
| Place in category | 245 | 236 | 213 | 110 | 155 | 137 |
| % in Category | 76 | 76 | 64 | 34 | 54 | 74 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Oppenheimer Main Street A | 10.07B | 14.65 | 23.45 | 13.12 | ||
| Oppenheimer Capital Appreciation A | 5.61B | 14.62 | 27.73 | 15.14 | ||
| Oppenheimer Developing Markets Y | 4.9B | 22.58 | 14.56 | 6.24 | ||
| Oppenheimer Discovery Mid Cap Growt | 3.88B | 6.85 | 15.18 | 11.73 | ||
| Oppenheimer Developing Markets I | 3.66B | 22.74 | 14.74 | 6.41 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds New Perspective A | 69.35B | 18.39 | 23.14 | 13.16 | ||
| American Funds New Perspective R6 | 43.52B | 18.66 | 23.54 | 13.52 | ||
| Old Westbury Large Cap Strategies | 26.17B | 15.08 | 22.22 | 10.34 | ||
| American Funds New Perspective F2 | 22.53B | 18.58 | 23.41 | 13.40 | ||
| American Funds New Economy A | 20.44B | 21.05 | 26.75 | 13.62 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | US02079K3059 | 9.21 | 259.92 | +2.70% | |
| Meta Platforms | US30303M1027 | 7.40 | 738.36 | +0.59% | |
| NVIDIA | US67066G1040 | 4.98 | 186.26 | +2.25% | |
| S&P Global | US78409V1044 | 4.34 | 489.45 | +1.40% | |
| DLF | INE271C01023 | 3.57 | 772.45 | -0.24% |
| 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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