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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1186 | 1068 | 1241 | 988 | 1540 | 2356 |
Fund Return | 18.64% | 6.82% | 24.13% | -0.39% | 9.02% | 8.95% |
Place in category | 83 | 71 | 156 | 239 | 255 | 130 |
% in Category | 23 | 20 | 41 | 65 | 88 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 22.15B | 13.95 | 9.71 | 8.03 | ||
Artisan International Value Advisor | 10.77B | 13.86 | 9.60 | - | ||
Artisan Mid Cap Advisor | 4.3B | 4.85 | -7.72 | - | ||
Artisan Mid Cap Institutional | 4.3B | 4.91 | -7.64 | 9.23 | ||
Artisan Mid Cap Investor | 4.3B | 4.77 | -7.85 | 8.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.95B | 15.62 | 2.87 | 10.93 | ||
American Funds New Perspective R6 | 38.15B | 15.86 | 3.20 | 11.28 | ||
Old Westbury Large Cap Strategies | 25.04B | 18.03 | 3.57 | 7.87 | ||
American Funds New Perspective F2 | 19.28B | 15.76 | 3.09 | 11.16 | ||
American Funds New Economy A | 17.52B | 19.03 | 2.45 | 10.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.54 | 587.04 | -0.59% | |
Amazon.com | US0231351067 | 5.50 | 186.99 | +0.98% | |
Novo Nordisk B | DK0062498333 | 5.37 | 802.5 | +1.12% | |
UBS Group | CH0244767585 | 4.62 | 27.02 | -0.18% | |
BFF Bank | IT0005244402 | 4.14 | 9.785 | -0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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