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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1203 | 962 | 1561 | 2386 |
Fund Return | 8.08% | 8.08% | 20.29% | -1.29% | 9.31% | 9.09% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | 78 | 29 | 4 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Baillie Gifford EAFE 5 | 1.34B | 8.03 | -6.93 | 6.96 | ||
Baillie Gifford Emerging Markets 5 | 1.08B | 6.12 | -3.63 | - | ||
Baillie Gifford EAFE 4 | 649.26M | 7.97 | -6.75 | - | ||
Baillie Gifford EAFE 2 | 401.66M | 7.86 | -6.84 | 6.88 | ||
Baillie Gifford International Equi2 | 402.87M | 5.05 | -3.81 | 5.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.34B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 38.41B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 24.86B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 19.4B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.85B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 3.95 | - | - | |
Microsoft Corp | - | 3.78 | - | - | |
Amazon.com Inc | - | 3.72 | - | - | |
Martin Marietta Materials Inc | - | 3.68 | - | - | |
Elevance Health Inc | - | 3.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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