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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1232 | 1027 | 1232 | 1285 | 1863 | 3138 |
Fund Return | 23.19% | 2.7% | 23.19% | 8.73% | 13.26% | 12.11% |
Place in category | 675 | 270 | 675 | 357 | 618 | 361 |
% in Category | 47 | 21 | 47 | 27 | 54 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.16B | 20.45 | 6.79 | 11.13 | ||
Russell Tax Exempt Bond S | 4.23B | 1.76 | -0.07 | 2.19 | ||
Russell Tax-Managed International E | 2.98B | 2.99 | -0.54 | - | ||
Russell US Strategic Equity S | 2.49B | 20.50 | 6.48 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 7.24 | 0.38 | 7.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.77 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 5.60 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 5.49 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 3.20 | 237.68 | +1.30% | |
Alphabet A | US02079K3059 | 2.10 | 204.02 | +1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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