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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1016 | 1160 | 1120 | 1703 | 2779 |
Fund Return | 4.44% | 1.59% | 15.98% | 3.86% | 11.24% | 10.76% |
Place in category | 489 | 1021 | 877 | 1042 | 426 | 119 |
% in Category | 36 | 83 | 74 | 96 | 43 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 7.32B | 2.83 | 5.76 | 6.20 | ||
Neuberger Berman Genesis R6 | 4.64B | 1.30 | 5.08 | 10.30 | ||
Neuberger Berman Genesis Instl | 2.58B | 1.30 | 4.98 | 10.20 | ||
Neuberger Berman Guardian Inv | 1.95B | 3.42 | 12.03 | 14.43 | ||
Neuberger Berman Genesis Inv | 1.68B | 1.27 | 4.81 | 10.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.54B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.60 | 110.69 | -1.17% | |
J&J | US4781601046 | 3.95 | 162.30 | +1.64% | |
UnitedHealth | US91324P1021 | 2.73 | 466.42 | -7.17% | |
JPMorgan | US46625H1005 | 2.69 | 264.24 | -0.96% | |
Accenture | IE00B4BNMY34 | 2.66 | 364.26 | -5.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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