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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1205 | 1068 | 1314 | 1305 | 2043 | 2951 |
Fund Return | 20.51% | 6.83% | 31.44% | 9.29% | 15.36% | 11.43% |
Place in category | 231 | 760 | 55 | 322 | 420 | 495 |
% in Category | 15 | 55 | 4 | 24 | 37 | 58 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 682.25B | 15.67 | 7.97 | - | ||
Fidelity 500 Index Institutional Pr | 568.29B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 530.69B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 387.96B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 182.04B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.06 | 401.70 | -1.64% | |
Amazon.com | US0231351067 | 8.79 | 171.39 | -3.65% | |
Alphabet A | US02079K3059 | 7.50 | 150.92 | -4.02% | |
Berkshire Hathaway B | US0846707026 | 4.80 | 459.42 | -1.18% | |
Mastercard | US57636Q1040 | 4.47 | 476.12 | -0.26% |
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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