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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 957 | 1106 | 1066 | 1552 | 2390 |
Fund Return | 10.56% | -4.33% | 10.56% | 2.14% | 9.19% | 9.11% |
Place in category | 984 | 1122 | 984 | 1052 | 546 | 269 |
% in Category | 85 | 95 | 85 | 96 | 52 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.9B | 7.47 | 4.23 | 5.78 | ||
Neuberger Berman Large Cap Value In | 5.64B | 11.11 | 2.65 | 9.65 | ||
Neuberger Berman Genesis R6 | 4.7B | 9.31 | 0.84 | 9.80 | ||
Neuberger Berman Genesis Instl | 2.63B | 9.20 | 0.74 | 9.70 | ||
Neuberger Berman Guardian Inv | 1.9B | 23.71 | 8.37 | 13.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 40.4B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 4.01 | 146.64 | +0.94% | |
Exxon Mobil | US30231G1022 | 3.91 | 110.15 | +0.57% | |
Berkshire Hathaway B | US0846707026 | 3.11 | 459.83 | -0.15% | |
Danaher | US2358511028 | 2.84 | 245.66 | +0.61% | |
PNC Financial | US6934751057 | 2.82 | 197.65 | +0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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