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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1009 | 1205 | 1271 | 2019 | - |
Fund Return | 9.6% | 0.86% | 20.53% | 8.31% | 15.09% | - |
Place in category | 243 | 250 | 146 | 7 | 12 | - |
% in Category | 60 | 63 | 38 | 4 | 5 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MainStay Large Cap Growth I | 7.69B | 20.60 | 6.54 | 14.96 | ||
MainStay Tax-Free Bond I | 7.41B | 1.72 | -0.79 | 2.83 | ||
MainStay Large Cap Growth R6 | 3.72B | 20.71 | 6.63 | 15.07 | ||
MainStay VP Series SP 500 Index Pos | 2.69B | 19.20 | 8.98 | 12.49 | ||
MainStay VP Series SP 500 Index Poi | 1.81B | 19.40 | 9.25 | 12.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.53B | 15.62 | 2.87 | 10.93 | ||
American Funds New Perspective R6 | 37.17B | 15.86 | 3.20 | 11.28 | ||
Old Westbury Large Cap Strategies | 24.65B | 18.03 | 3.57 | 7.87 | ||
American Funds New Perspective F2 | 18.73B | 15.76 | 3.09 | 11.16 | ||
American Funds New Economy A | 17.03B | 19.03 | 2.45 | 10.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Deckers Outdoor | US2435371073 | 2.13 | 155.19 | -0.70% | |
Costco | US22160K1051 | 1.88 | 903.21 | -0.51% | |
Ameriprise Financial | US03076C1062 | 1.84 | 453.38 | +1.85% | |
Alphabet A | US02079K3059 | 1.82 | 159.59 | +0.97% | |
Meta Platforms | US30303M1027 | 1.78 | 535.45 | +0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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