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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1162 | 1211 | 987 | 1528 | 1886 |
Fund Return | 10.63% | 16.23% | 21.13% | -0.43% | 8.85% | 6.55% |
Place in category | 52 | 59 | 286 | 278 | 253 | 184 |
% in Category | 14 | 15 | 70 | 80 | 86 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JOHCM International Select I | 4.62B | -0.60 | -5.67 | 5.02 | ||
JOHCM Emerging Markets Opps Instl | 889.03M | 3.04 | -3.45 | 3.86 | ||
JOHCM International Select II | 396.2M | -0.69 | -5.88 | 4.75 | ||
JOHCM Global Equity Instl | 52.32M | 10.60 | -0.33 | 6.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.52B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.2B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.46B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.62B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.1B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.35 | 414.74 | +0.59% | |
Alphabet A | US02079K3059 | 2.80 | 168.65 | -0.77% | |
Daifuku Co Ltd | JP3497400006 | 2.63 | 3,320.0 | -1.19% | |
Compass | GB00BD6K4575 | 2.60 | 2,314.00 | +0.26% | |
Eli Lilly | US5324571083 | 2.60 | 760.26 | -1.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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