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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1049 | 1195 | 1276 | 1751 | 2634 |
Fund Return | 3.9% | 4.9% | 19.5% | 8.46% | 11.85% | 10.17% |
Place in category | 151 | 56 | 104 | 75 | 42 | 23 |
% in Category | 32 | 21 | 31 | 29 | 12 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.06B | 2.81 | 9.67 | 11.84 | ||
Russell Tax Exempt Bond S | 4.22B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3.06B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.42B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.18B | 2.22 | 3.99 | 7.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.67B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.59B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.33B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.41B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth R | 52.68M | 3.61 | 5.95 | 4.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.58 | 408.21 | -1.90% | |
Apple | US0378331005 | 2.65 | 245.55 | -0.11% | |
Amazon.com | US0231351067 | 2.43 | 216.58 | -2.83% | |
Alphabet C | US02079K1079 | 2.36 | 181.58 | -2.71% | |
Meta Platforms | US30303M1027 | 2.35 | 683.55 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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