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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1044 | 1017 | 1074 | 1650 | 2571 |
Fund Return | 4.41% | 4.36% | 1.69% | 2.42% | 10.54% | 9.9% |
Place in category | 714 | 557 | 1177 | 1056 | 236 | 89 |
% in Category | 52 | 40 | 99 | 94 | 26 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.74B | 0.52 | 3.49 | 5.37 | ||
Neuberger Berman Genesis R6 | 4.55B | -0.57 | 0.29 | 9.21 | ||
Neuberger Berman Genesis Instl | 2.62B | -0.59 | 0.20 | 9.12 | ||
Neuberger Berman Guardian Inv | 1.76B | 4.21 | 7.46 | 12.84 | ||
Neuberger Berman Genesis Inv | 1.74B | -0.66 | 0.04 | 8.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.1B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Procter&Gamble | US7427181091 | 4.12 | 165.76 | -0.07% | |
Duke Energy | US26441C2044 | 3.93 | 102.31 | -0.56% | |
J&J | US4781601046 | 3.67 | 151.38 | +0.11% | |
DTE Energy | US2333311072 | 3.29 | 114.78 | -0.46% | |
Sempra Energy | US8168511090 | 3.26 | 76.63 | -0.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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