
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 976 | 1161 | 1391 | 2077 | 3082 |
Fund Return | 0.91% | -2.38% | 16.1% | 11.64% | 15.74% | 11.91% |
Place in category | 1024 | 1030 | 730 | 552 | 578 | 370 |
% in Category | 74 | 72 | 53 | 44 | 52 | 46 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 597.55B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.77 | 223.89 | +0.31% | |
NVIDIA | US67066G1040 | 5.60 | 110.38 | +0.21% | |
Microsoft | US5949181045 | 5.49 | 382.14 | -0.01% | |
Amazon.com | US0231351067 | 3.20 | 196.01 | +2.00% | |
Alphabet A | US02079K3059 | 2.10 | 157.04 | -0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review