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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1016 | 1094 | 982 | 1154 | 1263 |
Fund Return | 2.45% | 1.58% | 9.42% | -0.59% | 2.91% | 2.37% |
Place in category | 244 | 239 | 206 | 438 | 391 | 328 |
% in Category | 30 | 30 | 27 | 71 | 72 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.64B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.2B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.02B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.23B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.11B | -0.04 | 2.01 | 4.45 | ||
Fidelity Series Emerging Markets | 21.96B | 2.84 | 1.97 | 4.95 | ||
US00771X4198 | 20.55B | -3.51 | 4.34 | - | ||
American Funds New World R6 | 19.66B | 2.38 | 3.59 | 6.42 | ||
American Funds New World F2 | 18.07B | 2.36 | 3.47 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 6.74 | 944.00 | +3.74% | |
Tencent Holdings | KYG875721634 | 4.52 | 504.00 | +1.41% | |
Msci Emerging Markets Index Futures | - | 2.90 | - | - | |
Alibaba Grp Hldg | - | 2.59 | - | - | |
Samsung Electronics Co | KR7005930003 | 2.08 | 58,800 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | BUY | Neutral |
Summary | Strong Sell | Neutral | Neutral |
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