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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1002 | 1114 | 962 | 1583 | 2577 |
Fund Return | -0.52% | 0.21% | 11.43% | -1.28% | 9.62% | 9.93% |
Place in category | 328 | 325 | 296 | 252 | 127 | 56 |
% in Category | 90 | 88 | 75 | 73 | 46 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.21B | 7.08 | 6.65 | 15.49 | ||
AB International Strat Eqs Adv | 6.78B | 9.36 | 2.07 | - | ||
AB Large Cap Growth Z | 6.49B | 7.10 | 6.73 | - | ||
AB Diversified Municipal | 4.91B | -0.40 | -0.27 | 1.72 | ||
AB Intermediate Diversified Muni A | 4.91B | -0.46 | -0.46 | 1.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.53B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.87B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.73B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.96B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.45B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.30 | - | - | |
Visa Inc Class A | - | 3.21 | - | - | |
Waste Management Inc | - | 3.11 | - | - | |
NVIDIA Corp | - | 2.63 | - | - | |
ICON PLC | IE0005711209 | 2.49 | 318.72 | +1.27% |
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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