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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1029 | 1077 | 1095 | 1310 | 1230 |
Fund Return | 4.04% | 2.88% | 7.71% | 3.08% | 5.54% | 2.09% |
Place in category | 98 | 37 | 286 | 223 | 240 | 234 |
% in Category | 24 | 8 | 76 | 64 | 71 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.84B | 6.46 | 5.70 | 5.50 | ||
SEI S&P 500 Index A (SIIT) | 4.04B | 1.46 | 12.47 | 12.92 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.34B | 2.74 | 8.89 | 10.07 | ||
SEI International Equity F (SIT) | 3.08B | 9.13 | 7.70 | 5.70 | ||
SEI Global Managed Volatility A (SI | 1.98B | 6.15 | 9.83 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.95B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 38.09B | 5.93 | 8.36 | 7.47 | ||
American Funds Capital Income Bld | 18.42B | 5.69 | 6.86 | 6.14 | ||
First Eagle Global A | 15.14B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.69B | 3.71 | 4.59 | 5.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 0.375% | - | 16.35 | - | - | |
United States Treasury Notes 0.25% | - | 13.24 | - | - | |
2 Year Treasury Note Future June 25 | - | 11.03 | - | - | |
5 Year Treasury Note Future June 25 | - | 8.40 | - | - | |
Exxon Mobil | US30231G1022 | 1.62 | 119.04 | +0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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