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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 | 53.27B | 3.37 | 8.42 | 10.93 | ||
American Funds New Perspective R6 | 33.2B | 3.41 | 8.77 | 11.28 | ||
Old Westbury Large Cap Strategies | 21.4B | 1.66 | 8.32 | 7.74 | ||
American Funds New Perspective F2 | 16.75B | 3.41 | 8.66 | 11.16 | ||
American Funds New Economy A | 14.4B | 1.28 | 9.87 | 10.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix | US64110L1061 | 4.37 | 867.83 | +1.40% | |
NVIDIA | US67066G1040 | 4.01 | 97.64 | +3.53% | |
Salesforce Inc | US79466L3024 | 3.93 | 244.21 | +1.43% | |
Mastercard | US57636Q1040 | 3.79 | 485.52 | -0.87% | |
Ametek | US0311001004 | 3.78 | 153.33 | +0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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