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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1118 | 1242 | 1309 | 1598 | 2147 |
Fund Return | 7.23% | 11.84% | 24.25% | 9.4% | 9.83% | 7.94% |
Place in category | 31 | 48 | 68 | 26 | 136 | 73 |
% in Category | 7 | 10 | 19 | 11 | 46 | 46 |
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 Capital World Gr&Inc | 57.43B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.91B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth R6 | 294.05M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.2B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 190.04M | 7.83 | 3.51 | 3.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Limited Purpose Cash Investment | - | 7.47 | - | - | |
Apple | US0378331005 | 3.34 | 209.07 | +0.45% | |
Microsoft | US5949181045 | 2.85 | 450.95 | +0.73% | |
NVIDIA | US67066G1040 | 2.53 | 126.09 | +6.76% | |
Amazon.com | US0231351067 | 2.16 | 186.34 | +0.41% |
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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