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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1154 | 984 | 1154 | 996 | 1599 | 2978 |
Fund Return | 15.41% | -1.56% | 15.41% | -0.13% | 9.84% | 11.53% |
Place in category | - | - | - | - | - | - |
% in Category | 49 | 58 | 49 | 71 | 46 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T1 | 4.03B | 15.30 | -0.22 | 11.41 | ||
American Century US Small Cap Val E | 916.96M | 2.99 | 5.22 | 9.96 | ||
Macquarie SMID Cap Growth Collectiv | 822.72K | 7.92 | -9.71 | 7.36 | ||
Ivy Investments Intl Core Eq CIT 1 | 18.01M | 5.99 | 3.84 | 4.35 | ||
Ivy Investments Intl Core Eq CIT 2 | 18.01M | -10.29 | 7.48 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.75B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 39.08B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 25.17B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 18.84B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 17.2B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix | US64110L1061 | 5.08 | 1,015.68 | +0.45% | |
Boston Scientific | US1011371077 | 4.99 | 105.02 | +0.05% | |
Taiwan Semiconductor | US8740391003 | 4.50 | 210.50 | +0.93% | |
argenx ADR | US04016X1019 | 4.01 | 657.97 | -2.05% | |
AMD | US0079031078 | 3.64 | 110.16 | -1.65% |
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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