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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1056 | 1286 | 1279 | 1801 | - |
Fund Return | 7.67% | 5.63% | 28.55% | 8.54% | 12.49% | - |
Place in category | 226 | 211 | 72 | 208 | 467 | - |
% in Category | 14 | 12 | 6 | 16 | 42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Large Cap Defensive Style I | 1.69B | 5.10 | 4.28 | 11.34 | ||
AQR Long-Short Equity I | 1.65B | 16.22 | 22.93 | 10.78 | ||
AQR Large Cap Defensive Style R6 | 732.93M | 5.15 | 4.34 | - | ||
AQR International Multi-Style R6 | 482.58M | 5.12 | 4.30 | - | ||
AQR TM Emerging Multi-Style R6 | 449.66M | 5.33 | -4.54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.74 | - | - | |
Apple Inc | - | 4.96 | - | - | |
Limited Purpose Cash Investment | - | 4.68 | - | - | |
NVIDIA Corp | - | 4.42 | - | - | |
Meta Platforms Inc Class A | - | 2.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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