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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1182 | 1064 | 1264 | 994 | 1655 | 2289 |
Fund Return | 18.22% | 6.4% | 26.45% | -0.22% | 10.61% | 8.63% |
Place in category | 90 | 83 | 87 | 233 | 206 | 152 |
% in Category | 25 | 25 | 22 | 64 | 67 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.91B | 5.16 | 3.66 | 5.48 | ||
Neuberger Berman Large Cap Value In | 6.23B | 14.61 | 5.09 | 10.26 | ||
Neuberger Berman Genesis R6 | 4.63B | 11.31 | 2.73 | 10.20 | ||
Neuberger Berman Genesis Instl | 2.58B | 11.25 | 2.63 | 10.11 | ||
Neuberger Berman Genesis Inv | 1.74B | 11.12 | 2.47 | 9.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.45B | 15.62 | 2.87 | 10.93 | ||
American Funds New Perspective R6 | 36.42B | 15.86 | 3.20 | 11.28 | ||
Old Westbury Large Cap Strategies | 24.24B | 18.03 | 3.57 | 7.87 | ||
American Funds New Perspective F2 | 18.4B | 15.76 | 3.09 | 11.16 | ||
American Funds New Economy A | 16.55B | 19.03 | 2.45 | 10.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.55 | 171.39 | -3.65% | |
Microsoft | US5949181045 | 4.90 | 401.70 | -1.64% | |
Meta Platforms | US30303M1027 | 4.08 | 500.27 | -3.21% | |
NVIDIA | US67066G1040 | 4.03 | 102.83 | -4.09% | |
Alphabet C | US02079K1079 | 4.00 | 152.13 | -4.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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