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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1075 | 1134 | 1221 | 1469 | 2078 |
Fund Return | 7.51% | 7.51% | 13.39% | 6.87% | 8% | 7.59% |
Place in category | 909 | 909 | 1107 | 961 | 976 | 712 |
% in Category | 72 | 72 | 90 | 84 | 91 | 88 |
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 Inc | - | 3.81 | - | - | |
ConocoPhillips | - | 3.43 | - | - | |
Wells Fargo & Co | - | 3.29 | - | - | |
Agnico Eagle Mines Ltd | - | 3.08 | - | - | |
Emerson Electric Co | - | 2.92 | - | - |
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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