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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1102 | 1323 | 1490 | 2230 | 4090 |
Fund Return | 3.39% | 10.17% | 32.26% | 14.21% | 17.4% | 15.13% |
Place in category | 442 | 298 | 352 | 170 | 228 | 293 |
% in Category | 40 | 25 | 34 | 21 | 29 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.13B | 4.88 | 4.34 | 5.93 | ||
SEI S&P 500 Index A (SIIT) | 4.41B | 2.77 | 11.81 | 13.70 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 3.65 | 8.17 | 10.82 | ||
SEI International Equity F (SIT) | 3.16B | 5.88 | 5.41 | 5.96 | ||
SEI Global Managed Volatility A (SI | 1.88B | 3.25 | 8.34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.55B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.81 | 408.43 | -0.51% | |
Apple | US0378331005 | 5.87 | 244.60 | +1.27% | |
Amazon.com | US0231351067 | 4.75 | 228.68 | -0.73% | |
NVIDIA | US67066G1040 | 4.38 | 138.85 | +2.63% | |
Meta Platforms | US30303M1027 | 4.31 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Neutral | Neutral |
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