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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 983 | 1007 | 1051 | 1290 | 2020 | 2163 |
Fund Return | -1.7% | 0.72% | 5.07% | 8.85% | 15.09% | 8.02% |
Place in category | 25 | 11 | 62 | 51 | 38 | 73 |
% in Category | 7 | 3 | 11 | 9 | 7 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Long-Short Equity I | 4.72B | 17.67 | 26.25 | 12.06 | ||
AQR Large Cap Defensive Style I | 1.26B | 6.67 | 11.96 | 11.33 | ||
AQR Large Cap Multi-Style R6 | 917.44M | 9.38 | 20.30 | 11.85 | ||
AQR Large Cap Defensive Style R6 | 683.95M | 6.69 | 12.03 | 11.42 | ||
AQR International Multi-Style R6 | 544.45M | 27.27 | 19.01 | 6.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 52.96B | -0.62 | 12.16 | 8.57 | ||
Fidelity Small Cap Index Instl Pre | 25.56B | -1.73 | 10.17 | 7.26 | ||
Vanguard Small Cap Index I | 21.05B | -0.61 | 12.18 | 8.59 | ||
DFA US Small Cap I | 16.14B | -1.27 | 11.33 | 8.18 | ||
Vanguard Small Cap Index InstlPlus | 12.13B | -0.61 | 12.18 | 8.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Limited Purpose Cash Investment | - | 4.92 | - | - | |
Corcept | US2183521028 | 1.65 | 73.00 | +0.21% | |
Alkermes Plc | IE00B56GVS15 | 1.38 | 29.53 | +1.13% | |
Mr. Cooper | US62482R1077 | 1.35 | 150.28 | +2.48% | |
Mueller Industries | US6247561029 | 1.33 | 85.82 | +1.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Neutral |
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