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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1017 | 1153 | 1213 | 1613 | 2500 |
Fund Return | 2.74% | 1.67% | 15.26% | 6.65% | 10.04% | 9.6% |
Place in category | 1024 | 1143 | 515 | 443 | 323 | 140 |
% in Category | 80 | 91 | 44 | 40 | 34 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Partners Long/Short Rsrch In | 548.47M | 5.97 | 9.65 | 5.21 | ||
Boston Partners Small Cap Value II | 518.72M | -0.12 | 1.72 | 6.93 | ||
Boston Partners All Cap Value Inv | 213.35M | 4.09 | 10.52 | 9.55 | ||
Boston Partners Global Equity Instl | 231.56M | 4.70 | 6.77 | 7.40 | ||
Boston Partners Global Long/Short I | 157.2M | 5.57 | 11.80 | 5.87 |
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 | 38.51B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 2.19 | 146.67 | +0.96% | |
JPMorgan | US46625H1005 | 2.00 | 202.63 | +1.66% | |
CRH | IE0001827041 | 1.97 | 6,118.0 | -1.55% | |
AbbVie | US00287Y1091 | 1.97 | 161.19 | +3.12% | |
Alphabet A | US02079K3059 | 1.90 | 172.50 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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