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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 968 | 1292 | 1029 | 1525 | 2116 |
Fund Return | 7.37% | -3.2% | 29.21% | 0.95% | 8.81% | 7.78% |
Place in category | 382 | 422 | 380 | 387 | 301 | 227 |
% in Category | 67 | 71 | 67 | 72 | 62 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.17B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 4.16B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.85B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.61B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.31B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.82B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini Russell 2000 Index Future Dec 24 | - | 4.40 | - | - | |
LeMaitre Vascular | US5255582018 | 0.91 | 105.43 | -1.56% | |
Arcellx Inc | - | 0.74 | - | - | |
Viking Therapeutics Inc | US92686J1060 | 0.66 | 53.420 | +2.75% | |
argenx ADR | US04016X1019 | 0.65 | 607.16 | +0.25% |
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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