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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1048 | 1179 | 1073 | 1455 | 2014 |
Fund Return | 6.05% | 4.78% | 17.92% | 2.38% | 7.79% | 7.25% |
Place in category | 127 | 115 | 160 | 98 | 235 | 174 |
% in Category | 37 | 37 | 41 | 36 | 78 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Small & Mid Cap Strate | 8.56B | -0.32 | -5.33 | 4.91 | ||
Old Westbury Municipal Bond | 4.1B | -1.47 | -1.05 | 1.11 | ||
Old Westbury All Cap Core | 3.39B | 5.59 | 5.54 | 10.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.36B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.74B | 4.77 | 2.29 | 10.60 | ||
American Funds New Perspective F2 | 17.91B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.37B | 5.71 | 0.61 | 10.05 | ||
American Funds New Economy R6 | 10.11B | 5.84 | 0.95 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 420.21 | -0.19% | |
Apple | US0378331005 | 4.57 | 189.87 | +0.02% | |
Amazon.com | US0231351067 | 2.88 | 184.70 | +0.58% | |
Alphabet C | US02079K1079 | 2.62 | 177.29 | +1.06% | |
NVIDIA | US67066G1040 | 2.56 | 924.79 | -1.99% |
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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