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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1032 | 1153 | 1172 | 1448 | 1836 |
Fund Return | 2.89% | 3.19% | 15.33% | 5.43% | 7.68% | 6.26% |
Place in category | 163 | 204 | 171 | 184 | 191 | 191 |
% in Category | 39 | 64 | 58 | 63 | 72 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.21B | 2.81 | 9.67 | 11.84 | ||
Russell Tax Exempt Bond S | 4.21B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3.06B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.48B | 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 Income Fund of Amer | 79.44B | 3.19 | 5.30 | 7.14 | ||
Vanguard LifeStrategy Growth Inv | 22.46B | 2.63 | 6.03 | 8.35 | ||
American Funds Income Fund of A R6 | 22.75B | 3.19 | 5.61 | 7.45 | ||
American Funds Income Fund of Ame | 14.64B | 3.24 | 5.51 | 7.34 | ||
American Funds Growth and Inc A | 12.95B | 3.46 | 7.51 | 8.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.12 | - | - | |
Russell Inv Multifactor US Equity Y | - | 17.92 | - | - | |
Russell Inv US Strategic Equity Y | - | 9.19 | - | - | |
Russell Inv Strategic Bond Y | - | 8.77 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 7.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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