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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1027 | 1213 | 1121 | 1730 | 2701 |
Fund Return | 14.22% | 2.68% | 21.26% | 3.87% | 11.58% | 10.45% |
Place in category | 712 | 596 | 1115 | 1017 | 320 | 83 |
% in Category | 61 | 49 | 95 | 94 | 33 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.81B | 5.27 | 3.31 | 5.58 | ||
Neuberger Berman Genesis R6 | 5.01B | 10.06 | 1.71 | 9.99 | ||
Neuberger Berman Genesis Instl | 2.81B | 9.97 | 1.61 | 9.89 | ||
Neuberger Berman Guardian Inv | 1.89B | 17.54 | 6.68 | 13.45 | ||
Neuberger Berman Genesis Inv | 1.83B | 9.82 | 1.45 | 9.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.06B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 4.01 | 155.17 | -0.21% | |
Exxon Mobil | US30231G1022 | 3.91 | 121.79 | -0.12% | |
Berkshire Hathaway B | US0846707026 | 3.11 | 476.57 | +0.96% | |
Danaher | US2358511028 | 2.84 | 235.84 | +0.34% | |
PNC Financial | US6934751057 | 2.82 | 210.07 | +2.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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