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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1101 | 1239 | 1163 | 1563 | 2072 |
Fund Return | 10.14% | 10.14% | 23.93% | 5.16% | 9.34% | 7.56% |
Place in category | 165 | 165 | 165 | 121 | 237 | 175 |
% in Category | 43 | 43 | 45 | 42 | 78 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Small & Mid Cap Strate | 8.27B | 4.54 | -2.14 | 5.32 | ||
Old Westbury Municipal Bond | 4.06B | -0.53 | -0.54 | 1.27 | ||
Old Westbury All Cap Core | 3.29B | 11.71 | 10.11 | 10.90 |
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 | ||
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 | ||
American Funds New Economy R6 | 9.69B | 11.03 | 4.19 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 401.64 | -1.15% | |
Apple | US0378331005 | 4.57 | 174.77 | +3.23% | |
Amazon.com | US0231351067 | 2.88 | 181.28 | +0.92% | |
Alphabet C | US02079K1079 | 2.62 | 168.96 | -2.72% | |
NVIDIA | US67066G1040 | 2.56 | 876.54 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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