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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1034 | 1135 | 1171 | 1417 | 1784 |
Fund Return | 5.88% | 3.39% | 13.51% | 5.41% | 7.22% | 5.96% |
Place in category | 27 | 56 | 105 | 68 | 112 | 96 |
% in Category | 3 | 10 | 14 | 12 | 17 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.05B | 4.88 | 4.34 | 5.93 | ||
SEI S&P 500 Index A (SIIT) | 4.33B | 2.77 | 11.81 | 13.70 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.52B | 3.65 | 8.17 | 10.82 | ||
SEI Global Managed Volatility A (SI | 1.88B | 3.25 | 8.34 | - | ||
SEI Large Cap Index A (SIIT) | 1.78B | 3.16 | 11.64 | 13.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 2.68 | - | - | |
Roche Holding Participation | CH0012032048 | 2.57 | 298.40 | +1.05% | |
SAP | DE0007164600 | 2.11 | 273.600 | -0.49% | |
UBS Group | CH0244767585 | 1.36 | 30.32 | +0.83% | |
Ahold Delhaize | NL0011794037 | 1.00 | 33.63 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Sell |
Summary | Buy | Neutral | Neutral |
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