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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1061 | 1092 | 1151 | 1400 | 1997 |
Fund Return | 4.96% | 6.05% | 9.15% | 4.8% | 6.96% | 7.16% |
Place in category | 549 | 153 | 1015 | 881 | 927 | 706 |
% in Category | 40 | 12 | 84 | 77 | 88 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.75B | 0.52 | 3.49 | 5.37 | ||
Neuberger Berman Large Cap Value In | 6.53B | 4.41 | 2.42 | 9.90 | ||
Neuberger Berman Genesis R6 | 4.58B | -0.57 | 0.29 | 9.21 | ||
Neuberger Berman Genesis Instl | 2.64B | -0.59 | 0.20 | 9.12 | ||
Neuberger Berman Guardian Inv | 1.78B | 4.21 | 7.46 | 12.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.44B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Merck & Co Inc | - | 3.81 | - | - | |
ConocoPhillips | - | 3.43 | - | - | |
Wells Fargo & Co | - | 3.29 | - | - | |
Agnico Eagle Mines Ltd | - | 3.08 | - | - | |
Emerson Electric Co | - | 2.92 | - | - |
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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