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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1184 | 1030 | 1348 | 1104 | 1578 | 2140 |
Fund Return | 18.38% | 3.01% | 34.8% | 3.34% | 9.55% | 7.9% |
Place in category | 106 | 125 | 135 | 76 | 217 | 180 |
% in Category | 29 | 38 | 40 | 27 | 68 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Small & Mid Cap Strate | 9.01B | 8.04 | -3.03 | 5.64 | ||
Old Westbury Municipal Bond | 4.18B | 0.20 | -0.32 | 1.17 | ||
Old Westbury All Cap Core | 3.66B | 18.26 | 5.62 | 11.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.4B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 37.45B | 15.27 | 2.19 | 11.38 | ||
American Funds New Perspective F2 | 18.91B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.36B | 20.68 | 2.32 | 10.92 | ||
American Funds New Economy R6 | 11.02B | 21.02 | 2.68 | 11.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 2.89 | 146.67 | +0.53% | |
Amazon.com | US0231351067 | 2.33 | 198.38 | -2.22% | |
Energy Select Sector SPDR | US81369Y5069 | 2.05 | 97.12 | +0.81% | |
ASML ADR | USN070592100 | 1.54 | 672.16 | +2.09% | |
Visa A | US92826C8394 | 1.43 | 309.90 | +0.82% |
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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