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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1101 | 1141 | 1350 | 1681 | 2489 |
Fund Return | 4.09% | 10.11% | 14.08% | 10.52% | 10.94% | 9.55% |
Place in category | 487 | 450 | 575 | 324 | 276 | 165 |
% in Category | 39 | 36 | 49 | 32 | 30 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Partners All Cap Value Instl | 1.23B | 2.74 | 6.65 | 9.60 | ||
Boston Partners Long/Short Rsrch In | 553.3M | 5.97 | 9.65 | 5.21 | ||
Boston Partners Small Cap Value II | 523.56M | -0.12 | 1.72 | 6.93 | ||
Boston Partners Global Equity Instl | 234.06M | 4.70 | 6.77 | 7.40 | ||
Boston Partners Global Long/Short I | 158.72M | 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 | 38.98B | 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 | 2.18 | 146.67 | +0.96% | |
Alphabet A | US02079K3059 | 1.96 | 172.50 | +0.23% | |
Booking | US09857L1089 | 1.88 | 3,776.35 | +0.58% | |
JPMorgan | US46625H1005 | 1.88 | 202.63 | +1.66% | |
Bristol-Myers Squibb | US1101221083 | 1.81 | 41.09 | +2.09% |
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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