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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1036 | 1226 | 1176 | 1780 | 2617 |
Fund Return | 5.59% | 3.62% | 22.65% | 5.54% | 12.22% | 10.1% |
Place in category | 803 | 688 | 998 | 437 | 676 | 731 |
% in Category | 66 | 58 | 82 | 44 | 64 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 23.73B | 6.05 | 2.38 | 7.25 | ||
Old Westbury Small & Mid Cap Strate | 8.56B | -0.32 | -5.33 | 4.91 | ||
Old Westbury Municipal Bond | 4.11B | -1.47 | -1.05 | 1.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.31 | 420.21 | -0.19% | |
Apple | US0378331005 | 4.24 | 189.87 | +0.02% | |
Visa A | US92826C8394 | 3.50 | 280.11 | +0.10% | |
Amazon.com | US0231351067 | 3.38 | 184.70 | +0.58% | |
Alphabet C | US02079K1079 | 3.09 | 177.29 | +1.06% |
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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