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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 976 | 1136 | 1066 | 1481 | 2741 |
Fund Return | 13.6% | -2.35% | 13.6% | 2.15% | 8.17% | 10.61% |
Place in category | 1229 | 1304 | 1229 | 1243 | 1146 | 688 |
% in Category | 88 | 93 | 88 | 97 | 97 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Long-Short Equity I | 2.42B | 30.06 | 24.44 | 10.73 | ||
AQR Large Cap Defensive Style I | 1.38B | 13.88 | 2.43 | 10.90 | ||
AQR Large Cap Multi-Style R6 | 947.5M | 23.07 | 9.48 | 10.99 | ||
AQR Large Cap Defensive Style R6 | 693M | 14.01 | 2.51 | 11.00 | ||
AQR International Multi-Style R6 | 481.31M | 4.99 | 3.36 | 5.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Limited Purpose Cash Investment | - | 3.41 | - | - | |
Walmart | US9311421039 | 1.64 | 97.50 | +0.22% | |
Cisco | US17275R1023 | 1.60 | 59.55 | +0.20% | |
Progressive | US7433151039 | 1.60 | 246.40 | +0.55% | |
Mastercard | US57636Q1040 | 1.50 | 548.80 | +0.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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