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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1019 | 1288 | 1218 | 1550 | 2095 |
Fund Return | 13.95% | 1.9% | 28.84% | 6.8% | 9.16% | 7.68% |
Place in category | 755 | 833 | 695 | 722 | 815 | 671 |
% in Category | 64 | 69 | 62 | 65 | 80 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.66B | 9.29 | 1.98 | 5.39 | ||
SEI S&P 500 Index A (SIIT) | 4.43B | 20.88 | 9.00 | 12.94 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.73B | 13.64 | 6.29 | 10.21 | ||
SEI International Equity F (SIT) | 3.04B | 9.31 | 2.79 | 5.49 | ||
SEI Global Managed Volatility A (SI | 2.02B | 15.56 | 8.24 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.64B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 2.55 | 23.09 | -0.04% | |
Citigroup | US1729674242 | 2.47 | 69.75 | -1.41% | |
JPMorgan | US46625H1005 | 2.14 | 249.97 | -0.13% | |
Exxon Mobil | US30231G1022 | 2.02 | 117.97 | -1.67% | |
J&J | US4781601046 | 1.87 | 154.52 | -0.01% |
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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