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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1238 | 1135 | 1488 | 1015 | 1795 | 3706 |
Fund Return | 23.81% | 13.52% | 48.85% | 0.5% | 12.41% | 14% |
Place in category | 35 | 8 | 15 | 213 | 70 | 5 |
% in Category | 10 | 2 | 5 | 59 | 28 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Consulting Group Large Cap Equity | 2.73B | 18.51 | 6.33 | 11.22 | ||
Morgan Stanley Institutional Fundci | 2.29B | 7.07 | -6.30 | 9.62 | ||
Morgan Stanley Inst Global FranchiI | 2.09B | 9.17 | 3.32 | 10.24 | ||
Morgan Stanley Inst Growth A | 2.11B | 22.87 | -14.37 | 12.35 | ||
Morgan Stanley Inst Global Opp I | 1.83B | 24.09 | 0.80 | 14.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.4B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 38B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.56B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 19.18B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.9B | 20.68 | 2.32 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Uber Tech | US90353T1007 | 8.52 | 71.16 | -0.29% | |
ServiceNow Inc | US81762P1021 | 8.16 | 1,045.55 | -0.26% | |
Meta Platforms | US30303M1027 | 6.45 | 580.00 | -0.82% | |
Amazon.com | US0231351067 | 5.26 | 214.10 | +2.48% | |
MercadoLibre | US58733R1023 | 4.98 | 1,930.95 | -2.35% |
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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