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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 970 | 1137 | 1321 | 1971 | 2804 |
Fund Return | 0.85% | -3.04% | 13.65% | 9.72% | 14.53% | 10.86% |
Place in category | 1050 | 1154 | 1032 | 964 | 823 | 635 |
% in Category | 75 | 80 | 74 | 74 | 69 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.71B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.21B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.14B | 5.93 | 3.06 | - | ||
Russell Tax-Managed US Mid & Sm Cap | 1.12B | -2.73 | 2.18 | 6.51 | ||
Russell Global Equity S | 974.61M | 3.10 | 9.41 | 9.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.15 | 384.74 | -0.79% | |
Apple | US0378331005 | 6.12 | 212.69 | -1.18% | |
NVIDIA | US67066G1040 | 5.24 | 117.96 | +0.37% | |
Amazon.com | US0231351067 | 3.69 | 193.58 | -1.00% | |
Meta Platforms | US30303M1027 | 2.41 | 591.64 | +1.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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