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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1016 | 1158 | 1115 | 1690 | 2734 |
Fund Return | 4.41% | 1.55% | 15.78% | 3.7% | 11.06% | 10.58% |
Place in category | 505 | 1023 | 899 | 1053 | 461 | 139 |
% in Category | 37 | 83 | 76 | 97 | 46 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 7.36B | 2.83 | 5.76 | 6.20 | ||
Neuberger Berman Large Cap Value In | 5.72B | 4.44 | 3.86 | 10.76 | ||
Neuberger Berman Genesis R6 | 4.66B | 1.30 | 5.08 | 10.30 | ||
Neuberger Berman Genesis Instl | 2.59B | 1.30 | 4.98 | 10.20 | ||
Neuberger Berman Guardian Inv | 1.97B | 3.42 | 12.03 | 14.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 4.01 | 156.15 | -0.70% | |
Exxon Mobil | US30231G1022 | 3.91 | 108.24 | +0.10% | |
Berkshire Hathaway B | US0846707026 | 3.11 | 479.59 | -0.19% | |
Danaher | US2358511028 | 2.84 | 206.30 | +1.33% | |
PNC Financial | US6934751057 | 2.82 | 193.91 | -0.78% |
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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