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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1031 | 1142 | 1053 | 1264 | 1802 |
Fund Return | 3.31% | 3.05% | 14.22% | 1.73% | 4.8% | 6.07% |
Place in category | 62 | 59 | 55 | 63 | 103 | 57 |
% in Category | 41 | 42 | 37 | 44 | 71 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 25.41B | 2.82 | 7.52 | 8.38 | ||
Old Westbury Municipal Bond | 4.24B | 0.53 | 0.56 | 1.09 | ||
Old Westbury All Cap Core | 3.64B | 4.03 | 9.82 | 11.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.34B | 2.52 | -0.26 | 8.05 | ||
American Funds SMALLCAP World R6 | 27.44B | 2.56 | 0.13 | 8.46 | ||
American Funds SMALLCAP World F2 | 10.25B | 2.55 | 0.02 | 8.34 | ||
American Funds SMALLCAP World 529A | 1.57B | 2.52 | -0.29 | 8.01 | ||
Oppenheimer Global Opportunities A | 1.42B | 3.23 | -8.44 | 6.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Utilities Select Sector SPDR | US81369Y8865 | 5.42 | 79.10 | -0.42% | |
VanEck Vectors Junior Gold Miners | US92189F7915 | 1.88 | 50.68 | -3.56% | |
SPDR S&P Biotech | US78464A8707 | 1.09 | 91.41 | +0.71% | |
Saia | US78709Y1055 | 0.92 | 487.53 | +1.11% | |
SPDR S&P Regional Banking | US78464A6982 | 0.84 | 63.89 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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