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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1103 | 1157 | 1428 | 1283 | 2137 | 3192 |
Fund Return | 10.3% | 15.7% | 42.85% | 8.65% | 16.4% | 12.31% |
Place in category | 56 | 67 | 18 | 28 | 2 | 9 |
% in Category | 16 | 19 | 5 | 11 | 1 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.06B | 8.41 | 4.89 | 10.62 | ||
American Funds New Perspective R6 | 33.93B | 8.49 | 5.22 | 10.96 | ||
Old Westbury Large Cap Strategies | 23.32B | 10.14 | 5.16 | 7.56 | ||
American Funds New Perspective F2 | 17.49B | 8.45 | 5.11 | 10.85 | ||
American Funds New Economy A | 16.04B | 10.91 | 3.83 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.05 | 890.18 | -1.54% | |
Meta Platforms | US30303M1027 | 4.43 | 475.83 | +0.68% | |
Lam Research | US5128071082 | 4.39 | 909.04 | -0.46% | |
KLA Corp | US4824801009 | 4.29 | 713.40 | -0.52% | |
Applied Materials | US0382221051 | 4.16 | 206.73 | -0.31% |
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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