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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1017 | 1155 | 1244 | 1483 | 1933 |
Fund Return | 5.45% | 1.67% | 15.5% | 7.56% | 8.2% | 6.81% |
Place in category | 114 | 85 | 50 | 93 | 125 | 60 |
% in Category | 65 | 53 | 31 | 64 | 92 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.75B | 6.46 | 5.70 | 5.50 | ||
SEI S&P 500 Index A (SIIT) | 3.92B | 1.46 | 12.47 | 12.92 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.21B | 2.74 | 8.89 | 10.07 | ||
SEI International Equity F (SIT) | 3.03B | 9.13 | 7.70 | 5.70 | ||
SEI Global Managed Volatility A (SI | 2.05B | 6.15 | 9.83 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.64B | 7.37 | 8.51 | 8.50 | ||
Franklin Mutual Global Discovery A | 5.03B | 8.53 | 9.21 | 6.46 | ||
Franklin Mutual Global Discovery Z | 3.1B | 8.57 | 9.48 | 6.73 | ||
Franklin Mutual Beacon Z | 2.05B | 8.09 | 6.94 | 7.25 | ||
Artisan Global Value Institutional | 1.94B | 10.08 | 11.14 | 8.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 1.84 | 54.54 | -4.83% | |
AT&T | US00206R1023 | 1.72 | 26.64 | -6.85% | |
Kimberly-Clark | US4943681035 | 1.48 | 137.91 | -5.03% | |
Motorola | US6200763075 | 1.45 | 402.13 | -7.66% | |
Microsoft | US5949181045 | 1.42 | 359.84 | -3.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Neutral |
Technical Indicators | Neutral | BUY | BUY |
Summary | Sell | Buy | Neutral |
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