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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1053 | 1128 | 1135 | 1406 | - |
Fund Return | 5.12% | 5.29% | 12.77% | 4.3% | 7.05% | - |
Place in category | 37 | 115 | 85 | 125 | 78 | - |
% in Category | 12 | 25 | 25 | 40 | 25 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Large Cap Defensive Style I | 1.65B | 5.10 | 4.28 | 11.34 | ||
AQR Long-Short Equity I | 1.67B | 16.22 | 22.93 | 10.78 | ||
AQR Large Cap Multi-Style R6 | 921.39M | 7.67 | 8.54 | - | ||
AQR Large Cap Defensive Style R6 | 720.72M | 5.15 | 4.34 | - | ||
AQR TM Emerging Multi-Style R6 | 440.81M | 5.33 | -4.54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.07B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.43B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.46B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.81B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Limited Purpose Cash Investment | - | 4.10 | - | - | |
Novo Nordisk B | DK0062498333 | 1.97 | 927.3 | +1.13% | |
Novartis | CH0012005267 | 1.87 | 92.96 | +1.90% | |
TotalEnergies SE | FR0000120271 | 1.82 | 67.01 | +2.60% | |
UniCredit | IT0005239360 | 1.55 | 36.385 | -0.11% |
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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