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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1038 | 1079 | 1023 | 1450 | 1332 |
Fund Return | 3.83% | 3.83% | 7.92% | 0.76% | 7.71% | 2.91% |
Place in category | 190 | 190 | 195 | 449 | 354 | 302 |
% in Category | 23 | 23 | 28 | 69 | 65 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.05B | -5.67 | 10.01 | 10.27 | ||
Russell Tax Exempt Bond S | 4.12B | -0.40 | 2.55 | 2.10 | ||
Russell Tax-Managed International E | 3.21B | 8.76 | 6.70 | - | ||
Russell US Strategic Equity S | 2.33B | -5.72 | 10.17 | 10.20 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.16B | -11.68 | 1.77 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 28.78B | 1.73 | 5.09 | 4.12 | ||
Fidelity Series Emerging Markets | 21.45B | 4.31 | 6.04 | 4.63 | ||
US00771X4198 | 21.23B | -0.30 | 7.68 | - | ||
American Funds New World R6 | 20.79B | 3.77 | 7.19 | 6.41 | ||
American Funds New World F2 | 19.66B | 3.73 | 7.07 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 5.72 | 998.00 | +0.50% | |
Tencent Holdings | KYG875721634 | 4.51 | 508.00 | -2.31% | |
Msci Emgmkt Jun25 Ifus 20250620 | - | 3.42 | - | - | |
Alibaba Grp Hldg | - | 2.68 | - | - | |
Samsung Electronics Co | KR7005930003 | 1.99 | 56,800 | -0.87% |
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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