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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 920 | 1079 | 1169 | 1745 | 2184 |
Fund Return | -0.84% | -8% | 7.91% | 5.33% | 11.77% | 8.13% |
Place in category | 54 | 54 | 41 | 45 | 42 | 35 |
% in Category | 80 | 83 | 71 | 78 | 69 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA 500 Managed Volatility Portfoli | 7.54B | 1.33 | 11.41 | 11.93 | ||
EQ/Equity 500 Index Portfolio Clasb | 6.56B | 1.36 | 11.93 | 12.32 | ||
AXA Aggressive Strategy Portfolio C | 5.28B | 1.26 | 6.35 | 7.55 | ||
AXA Growth Strategy Fund Class IB | 4.47B | 1.38 | 5.54 | 6.71 | ||
AXA Large Cap Growth Managed Vol IB | 4.17B | -0.80 | 12.45 | 13.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 63.62B | 2.48 | 6.86 | 9.39 | ||
Fidelity Extended Market Index Ins | 39.44B | -1.09 | 5.89 | 8.91 | ||
Fidelity Mid Cap Index Fund Institu | 38.34B | 1.27 | 7.19 | 9.35 | ||
Vanguard Extended Market Index Inst | 34.3B | -1.08 | 5.90 | - | ||
Vanguard Extended Market Idx Adm | 25.02B | -1.08 | 5.85 | 8.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P Mid 400 03/21/2025 | - | 10.07 | - | - | |
Williams-Sonoma | US9699041011 | 0.79 | 158.98 | -3.31% | |
Interactive Brokers | US45841N1072 | 0.71 | 164.72 | -2.53% | |
Expand Energy | US1651677353 | 0.63 | 110.94 | +1.19% | |
Illumina | US4523271090 | 0.62 | 80.00 | -2.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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