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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1132 | 1354 | 1407 | 1948 | 2859 |
Fund Return | 13.15% | 13.15% | 35.43% | 12.04% | 14.27% | 11.08% |
Place in category | 92 | 92 | 84 | 184 | 507 | 574 |
% in Category | 7 | 7 | 7 | 15 | 46 | 66 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.13 | 455.34 | +0.70% | |
Limited Purpose Cash Investment | - | 6.55 | - | - | |
Apple | US0378331005 | 6.46 | 213.44 | +0.09% | |
NVIDIA | US67066G1040 | 2.74 | 124.48 | -1.52% | |
Meta Platforms | US30303M1027 | 2.55 | 519.64 | +1.27% |
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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