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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1025 | 1164 | 1214 | 1694 | 2807 |
Fund Return | 4.05% | 2.47% | 16.41% | 6.67% | 11.12% | 10.87% |
Place in category | 744 | 878 | 846 | 832 | 445 | 104 |
% in Category | 55 | 73 | 72 | 76 | 44 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.64B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.2B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.02B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.23B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 40.49B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Mar 25 | - | 4.58 | - | - | |
JPMorgan | US46625H1005 | 2.56 | 243.66 | -0.67% | |
Citigroup | US1729674242 | 1.61 | 70.53 | -0.66% | |
Berkshire Hathaway B | US0846707026 | 1.58 | 532.99 | +0.08% | |
CVS Health Corp | US1266501006 | 1.41 | 67.98 | +0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Sell | Strong Sell |
Summary | Neutral | Sell | Strong Sell |
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