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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1018 | 1267 | 1234 | 1959 | 2678 |
Fund Return | 10.41% | 1.84% | 26.65% | 7.27% | 14.39% | 10.35% |
Place in category | 780 | 702 | 894 | 502 | 711 | 709 |
% in Category | 65 | 62 | 76 | 49 | 68 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 24.09B | 10.94 | 3.63 | 7.49 | ||
Old Westbury Small & Mid Cap Strate | 8.32B | 3.89 | -3.67 | 5.23 | ||
Old Westbury Municipal Bond | 4.11B | -1.99 | -1.25 | 1.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.31 | 442.57 | +0.22% | |
Apple | US0378331005 | 4.24 | 212.49 | -0.82% | |
Visa A | US92826C8394 | 3.50 | 270.66 | -0.20% | |
Amazon.com | US0231351067 | 3.38 | 183.66 | -0.09% | |
Alphabet C | US02079K1079 | 3.09 | 178.37 | +0.92% |
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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