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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1032 | 1182 | 1171 | 1567 | 1957 |
Fund Return | 9.14% | 3.16% | 18.21% | 5.39% | 9.4% | 6.94% |
Place in category | 47 | 65 | 65 | 57 | 37 | 11 |
% in Category | 28 | 40 | 42 | 41 | 29 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.59B | 14.02 | 8.97 | 15.77 | ||
AB International Strat Eqs Adv | 6.76B | 14.38 | 2.68 | - | ||
AB Large Cap Growth Z | 6.66B | 14.05 | 9.05 | - | ||
AB Intermediate Diversified Muni A | 4.87B | -0.43 | -0.51 | 1.41 | ||
AB Intermediate Diversified Muni Ad | 4.87B | -0.32 | -0.26 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.73B | 1.89 | 4.20 | 5.38 | ||
AQR Long-Short Equity I | 1.7B | 21.46 | 22.94 | 11.01 | ||
Diamond Hill Long-Short I | 1.62B | 10.10 | 5.40 | 6.40 | ||
Calamos Phineus Long/Short I | 932.42M | 7.04 | 1.80 | - | ||
Gotham Absolute Return Institutiona | 667.01M | 12.07 | 11.71 | 5.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.44 | 441.06 | +1.94% | |
Apple | US0378331005 | 3.46 | 213.07 | +2.86% | |
NVIDIA | US67066G1040 | 3.15 | 125.20 | +3.55% | |
Berkshire Hathaway B | US0846707026 | 2.99 | 408.77 | +0.07% | |
Alphabet A | US02079K3059 | 2.89 | 177.79 | +0.66% |
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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