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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1051 | 1148 | 1074 | 1412 | 1539 |
Fund Return | 6.46% | 5.06% | 14.75% | 2.42% | 7.14% | 4.4% |
Place in category | 35 | 54 | 26 | 19 | 64 | 145 |
% in Category | 11 | 17 | 8 | 7 | 28 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Long-Short Equity I | 1.74B | 21.46 | 22.94 | 11.01 | ||
AQR Large Cap Defensive Style I | 1.67B | 7.55 | 4.71 | 11.40 | ||
AQR Large Cap Multi-Style R6 | 943.79M | 12.95 | 10.03 | - | ||
AQR Large Cap Defensive Style R6 | 741.75M | 7.57 | 4.77 | - | ||
AQR International Multi-Style R6 | 471.02M | 10.79 | 4.50 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 66.75B | 8.14 | -2.08 | 5.44 | ||
Vanguard International Growth Adm | 38.11B | 8.82 | -5.85 | 7.87 | ||
American Funds Europacific Growth F | 21.11B | 8.10 | -2.18 | 5.33 | ||
American Funds Europacific Growth A | 20.52B | 7.99 | -2.44 | 5.07 | ||
WCM Focused International Growth I | 18.23B | 10.15 | -0.49 | 9.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 4.38 | 1,015.2 | -1.25% | |
Shell | GB00BP6MXD84 | 3.80 | 33.17 | -0.57% | |
Limited Purpose Cash Investment | - | 3.47 | - | - | |
Toyota Motor | JP3633400001 | 2.77 | 3,276.0 | -0.61% | |
Hermes International | FR0000052292 | 1.94 | 2,182.00 | -1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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