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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1200 | 1029 | 1345 | 1270 | 2075 | 3357 |
Fund Return | 20.01% | 2.9% | 34.5% | 8.29% | 15.72% | 12.88% |
Place in category | 607 | 914 | 892 | 563 | 142 | 95 |
% in Category | 40 | 63 | 61 | 41 | 12 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.62B | 9.29 | 1.98 | 5.39 | ||
SEI S&P 500 Index A (SIIT) | 4.42B | 20.88 | 9.00 | 12.94 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.7B | 13.64 | 6.29 | 10.21 | ||
SEI International Equity F (SIT) | 3.02B | 9.31 | 2.79 | 5.49 | ||
SEI Global Managed Volatility A (SI | 2.01B | 15.56 | 8.24 | - |
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 % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Dec 24 | - | 18.52 | - | - | |
Apple | US0378331005 | 4.28 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 4.07 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 3.76 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 2.17 | 197.12 | -0.64% |
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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