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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1049 | 1197 | 1284 | 1769 | 2686 |
Fund Return | 3.92% | 4.91% | 19.7% | 8.69% | 12.09% | 10.39% |
Place in category | 144 | 55 | 94 | 60 | 37 | 18 |
% in Category | 30 | 20 | 29 | 23 | 11 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.18B | 2.81 | 9.67 | 11.84 | ||
Russell Tax Exempt Bond S | 4.21B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3.05B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.49B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 2.22 | 3.99 | 7.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.82B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.66B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.36B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.58B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 8B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.58 | 408.43 | -0.51% | |
Apple | US0378331005 | 2.65 | 244.60 | +1.27% | |
Amazon.com | US0231351067 | 2.43 | 228.68 | -0.73% | |
Alphabet C | US02079K1079 | 2.36 | 186.87 | -0.54% | |
Meta Platforms | US30303M1027 | 2.35 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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