Name Funds
holding
Growth Growth % Return since
31 Dec ‘13
2026
173 +8 +5% 56.6%
2027
173 +8 +5% 52.4%
2028
65 +3 +5% 8.18%
OPY icon
2029
Oppenheimer Holdings
OPY
$1.22B
65 +3 +5% 360%
2030
391 +18 +5% 90.5%
2031
348 +16 +5% 180%
2032
283 +13 +5% 90.8%
2033
196 +9 +5% 72.6%
2034
416 +19 +5% 91.6%
2035
242 +11 +5% 689%
RRGB icon
2036
Red Robin
RRGB
$67.3M
176 +8 +5% 95%
2037
176 +8 +5% 230%
2038
132 +6 +5% 62.3%
2039
66 +3 +5% 326%
2040
44 +2 +5% 45.6%
2041
22 +1 +5% 158%
2042
22 +1 +5% 305%
2043
22 +1 +5% 97.6%
2044
22 +1 +5% 294%
2045
376 +17 +5% 8.54%
2046
200 +9 +5% 76.6%
2047
424 +19 +5% 208%
2048
268 +12 +5% 236%
2049
67 +3 +5% 19.3%
2050
470 +21 +5% 535%