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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1118 | 1240 | 1298 | 1578 | 2091 |
Fund Return | 7.23% | 11.78% | 23.98% | 9.09% | 9.55% | 7.66% |
Place in category | 29 | 51 | 71 | 31 | 155 | 96 |
% in Category | 7 | 11 | 20 | 12 | 50 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Long-Short Equity I | 1.75B | 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 | 944.27M | 12.95 | 10.03 | - | ||
AQR Large Cap Defensive Style R6 | 738.89M | 7.57 | 4.77 | - | ||
AQR International Multi-Style R6 | 472.52M | 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 Adv | 189.62M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.12M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 293.43M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Limited Purpose Cash Investment | - | 7.47 | - | - | |
Apple | US0378331005 | 3.34 | 214.41 | +0.54% | |
Microsoft | US5949181045 | 2.85 | 455.63 | +0.77% | |
NVIDIA | US67066G1040 | 2.53 | 125.33 | -0.85% | |
Amazon.com | US0231351067 | 2.16 | 196.29 | +1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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