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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1006 | 1139 | 1317 | 1904 | 2498 |
Fund Return | 3.12% | 0.58% | 13.87% | 9.6% | 13.74% | 9.59% |
Place in category | 173 | 127 | 78 | 59 | 29 | 22 |
% in Category | 42 | 30 | 30 | 24 | 11 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.64B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.2B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.02B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.23B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.03B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 35.31B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.5B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 8.92B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth Adv | 190.1M | 4.48 | 6.97 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.58 | 382.19 | +1.81% | |
Apple | US0378331005 | 2.65 | 223.19 | +0.48% | |
Amazon.com | US0231351067 | 2.43 | 192.11 | +0.97% | |
Alphabet C | US02079K1079 | 2.36 | 158.86 | +1.68% | |
Meta Platforms | US30303M1027 | 2.35 | 586.00 | +1.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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