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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1010 | 1051 | 1011 | 1077 | 1261 |
Fund Return | 2.9% | 0.99% | 5.07% | 0.35% | 1.49% | 2.34% |
Place in category | 160 | 127 | 169 | 69 | 75 | 41 |
% in Category | 54 | 44 | 59 | 29 | 33 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.05B | 24.58 | 9.43 | 11.50 | ||
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 | ||
Russell Global Equity S | 993.85M | 18.88 | 8.46 | 9.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 75.3B | 2.78 | 0.50 | 2.41 | ||
Bridge Builder Municipal Bond | 15.99B | 3.02 | 0.39 | - | ||
American Funds Tax-Exempt Bond A | 11.93B | 3.55 | 0.11 | 2.42 | ||
Nuveen Intermediate Duration Muni | 6.89B | 3.12 | 0.06 | 2.43 | ||
American Funds Tax-Exempt Bond F2 | 5.77B | 3.72 | 0.29 | 2.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 0.82 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4.775% | - | 0.63 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5% | - | 0.53 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 0.768% | - | 0.47 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5% | - | 0.42 | - | - |
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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