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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1054 | 1159 | 1065 | 1742 | 2689 |
Fund Return | 5.36% | 5.36% | 15.88% | 2.12% | 11.74% | 10.4% |
Place in category | 324 | 324 | 322 | 252 | 117 | 51 |
% in Category | 85 | 85 | 82 | 71 | 43 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.03B | 13.41 | 11.60 | 16.16 | ||
AB International Strat Eqs Adv | 6.72B | 12.56 | 3.80 | - | ||
AB Large Cap Growth Z | 6.42B | 13.42 | 11.68 | - | ||
AB Intermediate Diversified Muni A | 4.98B | 0.24 | -0.01 | 1.62 | ||
AB Intermediate Diversified Muni Ad | 4.98B | 0.31 | 0.24 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.71B | 8.41 | 4.89 | 10.62 | ||
American Funds New Perspective R6 | 34.65B | 8.49 | 5.22 | 10.96 | ||
Old Westbury Large Cap Strategies | 23.97B | 10.14 | 5.16 | 7.56 | ||
American Funds New Perspective F2 | 17.57B | 8.45 | 5.11 | 10.85 | ||
American Funds New Economy A | 16.34B | 10.91 | 3.83 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.31 | 397.84 | +0.73% | |
Visa A | US92826C8394 | 3.31 | 267.61 | +0.11% | |
Waste Management | US94106L1098 | 3.06 | 207.16 | +0.19% | |
Accenture | IE00B4BNMY34 | 2.59 | 300.34 | +0.56% | |
ICON PLC | IE0005711209 | 2.42 | 301.07 | -0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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