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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1065 | 1282 | 1241 | 1814 | 2819 |
Fund Return | 9.17% | 6.52% | 28.24% | 7.47% | 12.65% | 10.92% |
Place in category | 87 | 119 | 81 | 497 | 421 | 497 |
% in Category | 5 | 8 | 6 | 36 | 39 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.72B | 0.52 | 3.49 | 5.37 | ||
Neuberger Berman Large Cap Value In | 6.36B | 4.41 | 2.42 | 9.90 | ||
Neuberger Berman Genesis R6 | 4.52B | -0.57 | 0.29 | 9.21 | ||
Neuberger Berman Genesis Instl | 2.6B | -0.59 | 0.20 | 9.12 | ||
Neuberger Berman Guardian Inv | 1.78B | 4.21 | 7.46 | 12.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.75 | 428.08 | -0.48% | |
Amazon.com | US0231351067 | 8.33 | 180.96 | +0.11% | |
Alphabet A | US02079K3059 | 8.24 | 175.71 | +0.41% | |
Berkshire Hathaway B | US0846707026 | 4.80 | 402.28 | -1.26% | |
Mastercard | US57636Q1040 | 4.64 | 442.52 | -1.92% |
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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