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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 | 62.06B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 38.43B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 24.69B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 19.44B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 17.26B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix | US64110L1061 | 4.37 | 973.70 | -0.70% | |
NVIDIA | US67066G1040 | 4.01 | 114.06 | -8.69% | |
Salesforce Inc | US79466L3024 | 3.93 | 293.06 | -1.61% | |
Mastercard | US57636Q1040 | 3.79 | 574.92 | -0.24% | |
Ametek | US0311001004 | 3.78 | 186.55 | -1.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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