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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1092 | 993 | 1166 | 1333 | 1812 |
Fund Return | -1.12% | 9.19% | -0.68% | 5.26% | 5.92% | 6.13% |
Place in category | 1159 | 1200 | 1148 | 1107 | 1041 | 804 |
% in Category | 91 | 95 | 93 | 97 | 96 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Large Cap Value In | 6.46B | 6.35 | 3.88 | 9.99 | ||
Neuberger Berman Long Short Instl | 6.66B | 2.06 | 4.99 | 5.53 | ||
Neuberger Berman Genesis R6 | 4.47B | 5.67 | 3.28 | 9.56 | ||
Neuberger Berman Genesis Instl | 2.52B | 5.65 | 3.17 | 9.46 | ||
Neuberger Berman Guardian Inv | 1.72B | 9.57 | 11.37 | 13.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.32B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Merck&Co | US58933Y1055 | 3.85 | 130.12 | -0.82% | |
ConocoPhillips | US20825C1045 | 3.29 | 130.22 | -0.02% | |
Wells Fargo&Co | US9497461015 | 3.02 | 59.80 | -0.18% | |
Ferrovial | NL0015001FS8 | 3.01 | 33.640 | -0.71% | |
AstraZeneca ADR | US0463531089 | 2.95 | 75.48 | +0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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