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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1221 | 1021 | 1281 | 1242 | 2043 | 3189 |
Fund Return | 22.11% | 2.13% | 28.08% | 7.49% | 15.36% | 12.3% |
Place in category | 117 | 220 | 113 | 39 | 10 | 13 |
% in Category | 33 | 59 | 33 | 14 | 4 | 11 |
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 % | |
---|---|---|---|---|---|
Netflix | US64110L1061 | 4.37 | 907.55 | -1.80% | |
NVIDIA | US67066G1040 | 4.01 | 137.01 | -2.09% | |
Salesforce Inc | US79466L3024 | 3.93 | 338.45 | -0.96% | |
Mastercard | US57636Q1040 | 3.79 | 532.20 | -0.74% | |
Ametek | US0311001004 | 3.78 | 182.45 | -0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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