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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1030 | 1170 | 1179 | 1511 | 2337 |
Fund Return | 7.34% | 2.97% | 16.97% | 5.64% | 8.61% | 8.86% |
Place in category | 729 | 883 | 1008 | 729 | 933 | 339 |
% in Category | 58 | 71 | 85 | 65 | 90 | 46 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.12B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amdocs | GB0022569080 | 2.16 | 76.71 | -0.91% | |
E-mini S&P 500 Future June 24 | - | 1.76 | - | - | |
Bristol-Myers Squibb | US1101221083 | 1.69 | 42.78 | +0.48% | |
Verizon | US92343V1044 | 1.63 | 40.32 | -0.22% | |
Merck&Co | US58933Y1055 | 1.49 | 131.57 | +0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Neutral | BUY | Sell |
Summary | Neutral | Neutral | Sell |
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