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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1063 | 1054 | 1121 | 1718 | 2591 |
Fund Return | 6.35% | 6.35% | 5.37% | 3.88% | 11.43% | 9.99% |
Place in category | 1100 | 1100 | 1191 | 1096 | 393 | 149 |
% in Category | 88 | 88 | 99 | 98 | 39 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Neuberger Berman Genesis Inv | 1.67B | 5.59 | 3.01 | 9.29 |
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 % | |
---|---|---|---|---|---|
Procter&Gamble | US7427181091 | 4.12 | 161.24 | -0.81% | |
Duke Energy | US26441C2044 | 3.93 | 97.71 | -1.33% | |
J&J | US4781601046 | 3.67 | 146.13 | -0.47% | |
DTE Energy | US2333311072 | 3.29 | 109.51 | -1.47% | |
Sempra Energy | US8168511090 | 3.26 | 71.35 | -0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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