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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1005 | 1100 | 975 | 1043 | 1154 |
Fund Return | 5.68% | 0.53% | 9.97% | -0.86% | 0.85% | 1.45% |
Place in category | 136 | 135 | 121 | 130 | 125 | 97 |
% in Category | 90 | 92 | 81 | 95 | 94 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.05B | 24.58 | 9.43 | 11.50 | ||
Russell Tax Exempt Bond S | 4.18B | 2.90 | 0.35 | 2.34 | ||
Russell Tax-Managed International E | 2.84B | 6.26 | 1.91 | - | ||
Russell US Strategic Equity S | 2.49B | 25.33 | 9.36 | 11.44 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 16.96 | 4.76 | 8.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 4.01B | 6.44 | 0.21 | 3.32 | ||
Fidelity Asset Manager 20% | 3.04B | 7.01 | 1.48 | 3.57 | ||
PIMCO Inflation Response MultiAsst | 1.68B | 7.23 | 3.90 | 4.59 | ||
Principal SAM Flexible Income J | 1.13B | 8.74 | 1.53 | 3.86 | ||
Great-West Conservative Profile II | 1.14B | 7.20 | 2.08 | 3.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Strategic Bond Y | - | 33.01 | - | - | |
Russell Inv Investment Grade Bond Y | - | 18.02 | - | - | |
Russell Inv Multifactor US Equity Y | - | 10.01 | - | - | |
Russell Inv Short Duration Bond Y | - | 9.96 | - | - | |
Russell Inv Long Duration Bond Y | - | 9.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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