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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1021 | 1174 | 1094 | 1258 | 1477 |
Fund Return | 12.18% | 2.1% | 17.38% | 3.04% | 4.69% | 3.98% |
Place in category | 570 | 597 | 557 | 580 | 601 | 467 |
% in Category | 80 | 84 | 76 | 85 | 95 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.11B | 20.45 | 6.79 | 11.13 | ||
Russell Tax Exempt Bond S | 4.23B | 1.76 | -0.07 | 2.19 | ||
Russell Tax-Managed International E | 2.93B | 2.99 | -0.54 | - | ||
Russell US Strategic Equity S | 2.47B | 20.50 | 6.48 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 7.24 | 0.38 | 7.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.24B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced K | 8.94B | 16.13 | 4.98 | 9.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 30.12 | - | - | |
Russell Inv Investment Grade Bond Y | - | 17.88 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.75 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 7.97 | - | - | |
Russell Inv Strategic Bond Y | - | 5.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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