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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 957 | 957 | 950 | 1044 | 1686 | 2167 |
Fund Return | -4.27% | -4.27% | -4.97% | 1.43% | 11.02% | 8.04% |
Place in category | 231 | 231 | 315 | 302 | 247 | 153 |
% in Category | 68 | 68 | 91 | 85 | 82 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
William Blair Large Cap Growth I | 1.91B | -9.72 | 12.57 | 13.97 | ||
William Blair International Growt | 973.98M | 4.10 | 4.84 | 4.61 | ||
William Blair Instl International G | 978.99M | 4.15 | 4.80 | 4.75 | ||
William Blair Small-Mid Cap Gr I | 943.69M | -13.99 | 2.84 | 8.10 | ||
William Blair Emerging Mkts Growth | 647.58M | -3.47 | -0.47 | 3.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.48B | 0.27 | 10.28 | 10.38 | ||
American Funds New Perspective R6 | 39.54B | 0.37 | 10.63 | 10.73 | ||
Old Westbury Large Cap Strategies | 24.25B | -1.97 | 10.15 | 7.38 | ||
American Funds New Perspective F2 | 20.1B | 0.36 | 10.52 | 10.61 | ||
American Funds New Economy A | 17.25B | -4.91 | 12.02 | 10.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.11 | 456.46 | -0.37% | |
NVIDIA | US67066G1040 | 3.44 | 133.87 | -0.38% | |
Mastercard | US57636Q1040 | 3.32 | 577.40 | -0.64% | |
Meta Platforms | US30303M1027 | 3.14 | 640.52 | +0.54% | |
Alphabet A | US02079K3059 | 3.08 | 169.23 | +3.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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