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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1259 | 1064 | 1310 | 1284 | 1988 | 2975 |
Fund Return | 25.89% | 6.38% | 31.02% | 8.7% | 14.73% | 11.52% |
Place in category | 819 | 897 | 868 | 384 | 703 | 667 |
% in Category | 76 | 81 | 81 | 43 | 73 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 24.45B | 23.85 | 5.72 | 8.13 | ||
Old Westbury Small & Mid Cap Strate | 8.63B | 13.67 | 0.49 | 6.09 | ||
Old Westbury Municipal Bond | 4.1B | 1.25 | -0.11 | 1.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 67.8B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.80 | 436.60 | -0.10% | |
Apple | US0378331005 | 4.53 | 254.49 | +1.88% | |
NVIDIA | US67066G1040 | 4.36 | 134.70 | +3.08% | |
Amazon.com | US0231351067 | 3.69 | 224.92 | +0.73% | |
Alphabet C | US02079K1079 | 3.56 | 192.96 | +1.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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