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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1163 | 1043 | 1238 | 983 | 1516 | - |
Fund Return | 16.3% | 4.35% | 23.76% | -0.56% | 8.67% | - |
Place in category | 229 | 123 | 198 | 288 | 259 | - |
% in Category | 59 | 39 | 51 | 82 | 90 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Baillie Gifford EAFE 5 | 1.33B | 12.95 | -5.99 | 6.92 | ||
Baillie Gifford Emerging Markets 5 | 1.09B | 8.60 | -2.34 | - | ||
Baillie Gifford EAFE 4 | 643.83M | 12.90 | -5.80 | - | ||
Baillie Gifford EAFE 2 | 414.66M | 12.79 | -5.90 | 6.84 | ||
Baillie Gifford International Equi2 | 402.56M | 8.63 | -1.71 | 5.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.17B | 18.60 | 3.84 | 11.05 | ||
American Funds New Perspective R6 | 38.39B | 18.93 | 4.17 | 11.40 | ||
Old Westbury Large Cap Strategies | 25.73B | 23.85 | 5.72 | 8.13 | ||
American Funds New Perspective F2 | 19.23B | 18.82 | 4.07 | 11.28 | ||
American Funds New Economy A | 17.68B | 25.25 | 4.99 | 11.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.18 | 438.11 | -0.28% | |
Meta Platforms | US30303M1027 | 3.93 | 603.35 | -0.72% | |
Amazon.com | US0231351067 | 3.65 | 227.05 | -0.87% | |
Elevance Health | US0367521038 | 3.19 | 373.66 | +0.19% | |
NVIDIA | US67066G1040 | 3.14 | 139.93 | -0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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