Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1204 | 1010 | 1204 | 1218 | 1789 | 2874 |
Fund Return | 20.45% | 1% | 20.45% | 6.79% | 12.34% | 11.13% |
Place in category | 903 | 938 | 903 | 846 | 783 | 595 |
% in Category | 63 | 65 | 63 | 64 | 66 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax Exempt Bond S | 4.19B | 1.76 | -0.07 | 2.19 | ||
Russell Tax-Managed International E | 2.88B | 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 | ||
Russell Global Equity S | 1B | 15.88 | 5.78 | 9.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 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 | 6.35 | 220.12 | -4.29% | |
Microsoft | US5949181045 | 6.22 | 428.46 | -0.13% | |
NVIDIA | US67066G1040 | 6.03 | 138.97 | +0.91% | |
Amazon.com | US0231351067 | 3.96 | 229.59 | +1.62% | |
Meta Platforms | US30303M1027 | 2.34 | 611.92 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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