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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 924 | 1100 | 1755 | 2377 | 3559 |
Fund Return | 5.69% | -7.64% | 9.98% | 20.61% | 18.9% | 13.54% |
Place in category | 305 | 330 | 313 | 143 | 95 | 88 |
% in Category | 82 | 86 | 84 | 50 | 37 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.91B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.23B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.43B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.64B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.22B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.92 | 184.95 | -1.13% | |
Atlassian Corporation PLC A | GB00BZ09BD16 | 5.58 | - | - | |
Mastercard | US57636Q1040 | 4.81 | 456.64 | +0.54% | |
Watsco | US9426222009 | 4.39 | 486.50 | +0.42% | |
Alphabet C | US02079K1079 | 4.07 | 172.60 | +0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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