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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1026 | 1236 | 1024 | 1623 | 2216 |
Fund Return | 11.11% | 2.62% | 23.62% | 0.78% | 10.17% | 8.28% |
Place in category | 108 | 163 | 150 | 218 | 218 | 145 |
% in Category | 35 | 46 | 42 | 62 | 69 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.73B | 1.89 | 4.20 | 5.38 | ||
Neuberger Berman Large Cap Value In | 6.3B | 7.95 | 2.31 | 10.10 | ||
Neuberger Berman Genesis R6 | 4.4B | 4.24 | 2.33 | 9.68 | ||
Neuberger Berman Genesis Instl | 2.54B | 4.22 | 2.23 | 9.59 | ||
Neuberger Berman Guardian Inv | 1.8B | 8.85 | 9.10 | 13.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.29B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.58B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 23.79B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.34B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.39B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.24 | 184.30 | -0.38% | |
Microsoft | US5949181045 | 4.82 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 4.11 | 1,208.61 | -0.11% | |
Meta Platforms | US30303M1027 | 3.90 | 492.96 | -0.16% | |
Boston Scientific | US1011371077 | 3.54 | 77.11 | +1.30% |
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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