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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 929 | 1067 | 1060 | 1298 | 1698 |
Fund Return | 6.75% | -7.11% | 6.75% | 1.95% | 5.35% | 5.44% |
Place in category | 151 | 227 | 151 | 131 | 143 | 111 |
% in Category | 20 | 32 | 20 | 21 | 23 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.77B | 7.23 | 1.49 | 5.40 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 24.91 | 8.85 | 13.04 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.59B | 14.57 | 5.28 | 10.06 | ||
SEI Global Managed Volatility A (SI | 1.85B | 15.37 | 6.65 | - | ||
SEI Large Cap Index A (SIIT) | 1.84B | 24.42 | 8.37 | 12.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity International Index Inst | 51.28B | 3.71 | 1.71 | 5.38 | ||
Fidelity Series Global ex US Index | 50.22B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 44.17B | 5.63 | 0.87 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 2.97 | - | - | |
Roche Holding Participation | CH0012032048 | 2.39 | 274.30 | +0.18% | |
SAP | DE0007164600 | 1.88 | 262.400 | +0.04% | |
UBS Group | CH0244767585 | 1.24 | 31.70 | +0.38% | |
BASF | DE000BASF111 | 1.02 | 45.705 | +0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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