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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1061 | 1144 | 1155 | 1789 | 2612 |
Fund Return | 14.5% | 6.12% | 14.44% | 4.92% | 12.34% | 10.08% |
Place in category | 630 | 704 | 1128 | 999 | 378 | 126 |
% in Category | 54 | 60 | 96 | 92 | 38 | 21 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.99B | 15.54 | 8.74 | 11.06 | ||
Vanguard Equity-Income Adm | 52.59B | 14.36 | 8.97 | 10.25 | ||
Vanguard Windsor II Admiral | 49.94B | 15.09 | 8.23 | 10.72 | ||
American Funds American Mutual A | 41.31B | 15.73 | 8.94 | 9.91 | ||
Vanguard Value Index Adm | 37.31B | 17.14 | 9.57 | 10.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
P&G | US7427181091 | 4.72 | 175.59 | +0.07% | |
Exxon Mobil | US30231G1022 | 4.15 | 112.64 | -0.47% | |
Merck&Co | US58933Y1055 | 3.57 | 117.84 | -0.63% | |
J&J | US4781601046 | 3.48 | 164.38 | -0.37% | |
Duke Energy | US26441C2044 | 3.43 | 116.60 | -0.21% |
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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