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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1035 | 1280 | 1275 | 2044 | 3207 |
Fund Return | 10.56% | 3.46% | 28.03% | 8.43% | 15.38% | 12.36% |
Place in category | 770 | 773 | 562 | 578 | 372 | 177 |
% in Category | 49 | 50 | 39 | 44 | 34 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.73B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.37B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.62B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 6.27 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.04 | 423.85 | -0.16% | |
Apple | US0378331005 | 5.18 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 4.28 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 3.29 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 2.01 | 174.45 | -1.29% |
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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