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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1213 | 1012 | 1213 | 1189 | 1851 | 2907 |
Fund Return | 21.31% | 1.25% | 21.31% | 5.95% | 13.1% | 11.26% |
Place in category | 904 | 969 | 904 | 689 | 751 | 672 |
% in Category | 83 | 86 | 83 | 69 | 79 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 25.16B | 20.86 | 4.06 | 8.00 | ||
Old Westbury Small & Mid Cap Strate | 9.01B | 7.76 | -2.32 | 5.58 | ||
Old Westbury Municipal Bond | 4.19B | 0.43 | -0.39 | 1.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.23B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.96B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.15 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 5.09 | 415.06 | +0.02% | |
Apple | US0378331005 | 4.45 | 236.00 | -0.67% | |
Alphabet C | US02079K1079 | 4.00 | 205.60 | +1.47% | |
Amazon.com | US0231351067 | 3.55 | 237.68 | +1.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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