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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 1043 | 1243 | 1113 | 1602 | 2058 |
Fund Return | 10.94% | 4.28% | 24.31% | 3.63% | 9.88% | 7.49% |
Place in category | 115 | 76 | 140 | 105 | 229 | 167 |
% in Category | 37 | 29 | 38 | 38 | 73 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Small & Mid Cap Strate | 8.49B | 3.89 | -3.67 | 5.23 | ||
Old Westbury Municipal Bond | 4.09B | -1.99 | -1.25 | 1.01 | ||
Old Westbury All Cap Core | 3.39B | 10.41 | 7.27 | 10.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.63B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.78B | 9.32 | 3.38 | 10.83 | ||
American Funds New Perspective F2 | 18.44B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.42B | 10.14 | 2.18 | 10.14 | ||
American Funds New Economy R6 | 10.19B | 10.29 | 2.53 | 10.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 424.03 | -0.12% | |
Apple | US0378331005 | 4.57 | 195.95 | +0.76% | |
Amazon.com | US0231351067 | 2.88 | 184.79 | -0.11% | |
Alphabet C | US02079K1079 | 2.62 | 177.48 | -0.49% | |
NVIDIA | US67066G1040 | 2.56 | 1,204.36 | -0.46% |
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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