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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1276 | 1073 | 1346 | 1415 | 2041 | 2944 |
Fund Return | 27.59% | 7.34% | 34.56% | 12.27% | 15.34% | 11.4% |
Place in category | 539 | 461 | 299 | 185 | 378 | 607 |
% in Category | 40 | 38 | 22 | 15 | 35 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Long-Short Equity I | 2.07B | 28.51 | 27.41 | 10.75 | ||
AQR Large Cap Defensive Style I | 1.4B | 21.20 | 6.52 | 11.61 | ||
AQR Large Cap Defensive Style R6 | 687.15M | 21.30 | 6.59 | 11.70 | ||
AQR International Multi-Style R6 | 457.94M | 8.70 | 6.23 | 5.04 | ||
AQR TM Emerging Multi-Style R6 | 421.73M | 13.18 | 1.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 439.33 | +0.94% | |
Apple | US0378331005 | 5.73 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 5.24 | 140.22 | +0.39% | |
Limited Purpose Cash Investment | - | 5.07 | - | - | |
Meta Platforms | US30303M1027 | 2.64 | 607.75 | +1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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