Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 975 | 1113 | 1059 | 1222 | - |
Fund Return | 6.26% | -2.46% | 11.3% | 1.91% | 4.09% | - |
Place in category | 487 | 122 | 508 | 461 | 549 | - |
% in Category | 73 | 19 | 79 | 75 | 88 | - |
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 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 Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard Total Intl Stock Index Adm | 75.27B | 7.92 | 2.90 | 4.95 | ||
Fidelity International Index Inst | 51.28B | 6.73 | 4.26 | 5.28 | ||
Fidelity Series Global ex US Index | 50.22B | 8.01 | 2.94 | 4.71 | ||
Strategic Advisers International I | 44.17B | 8.62 | 3.15 | 6.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 2.84 | 1,125.00 | +4.65% | |
Tencent Holdings | KYG875721634 | 2.12 | 409.40 | -1.16% | |
Novo Nordisk B | DK0062498333 | 1.27 | 618.3 | -3.01% | |
Alibaba Grp Hldg | - | 1.18 | - | - | |
Shell | GB00BP6MXD84 | 0.97 | 31.40 | +0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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