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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1084 | 1178 | 1214 | 1508 | 1853 |
Fund Return | 5.77% | 8.44% | 17.81% | 6.66% | 8.56% | 6.36% |
Place in category | 56 | 60 | 52 | 64 | 35 | 16 |
% in Category | 34 | 41 | 35 | 41 | 28 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.27B | 7.08 | 6.65 | 15.49 | ||
AB International Strat Eqs Adv | 6.81B | 9.36 | 2.07 | - | ||
AB Large Cap Growth Z | 6.51B | 7.10 | 6.73 | - | ||
AB Diversified Municipal | 4.92B | -0.40 | -0.27 | 1.72 | ||
AB Intermediate Diversified Muni A | 4.92B | -0.46 | -0.46 | 1.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.75B | 0.52 | 3.49 | 5.37 | ||
Diamond Hill Long-Short I | 1.66B | 7.43 | 5.22 | 6.22 | ||
AQR Long-Short Equity I | 1.53B | 16.22 | 22.93 | 10.78 | ||
AB Select US Long/Short Advisor | 1.25B | 5.58 | 4.50 | 6.71 | ||
Calamos Phineus Long/Short I | 943.03M | 7.17 | 2.13 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.68 | 420.21 | -0.19% | |
Apple | US0378331005 | 4.08 | 189.87 | +0.02% | |
Alphabet A | US02079K3059 | 2.60 | 176.06 | +1.08% | |
NVIDIA | US67066G1040 | 2.53 | 924.79 | -1.99% | |
Berkshire Hathaway B | US0846707026 | 2.52 | 417.04 | +0.95% |
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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