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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1178 | 1024 | 1337 | 1214 | 1867 | 2885 |
Fund Return | 17.81% | 2.37% | 33.7% | 6.67% | 13.3% | 11.18% |
Place in category | 874 | 1074 | 931 | 906 | 777 | 574 |
% in Category | 59 | 73 | 65 | 71 | 64 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax Exempt Bond S | 3.91B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.68B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.61B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 7.53 | 0.55 | 7.30 | ||
Russell Global Equity S | 964.91M | 14.78 | 6.24 | 9.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.35 | 427.99 | +2.20% | |
Apple | US0378331005 | 6.26 | 235.06 | +0.94% | |
NVIDIA | US67066G1040 | 4.44 | 136.92 | +0.66% | |
Amazon.com | US0231351067 | 3.67 | 207.86 | +3.18% | |
Meta Platforms | US30303M1027 | 2.27 | 573.54 | +1.49% |
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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