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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 990 | 990 | 1052 | 1238 | 2136 | 2376 |
Fund Return | -1% | -1% | 5.19% | 7.37% | 16.39% | 9.04% |
Place in category | 189 | 189 | 143 | 89 | 36 | 31 |
% in Category | 49 | 49 | 50 | 33 | 13 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.32B | -4.61 | 7.17 | 10.48 | ||
Russell Tax Exempt Bond S | 4.1B | 0.31 | 1.95 | 2.14 | ||
Russell Tax-Managed International E | 2.88B | 5.93 | 3.45 | - | ||
Russell US Strategic Equity S | 2.11B | -4.80 | 6.99 | 10.37 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.01B | -9.00 | -0.05 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 52.59B | -0.11 | 7.13 | 7.91 | ||
American Funds Capital World Gr R6 | 33.92B | -0.03 | 7.49 | 8.27 | ||
American Funds Capital World Gr I | 14.87B | -0.07 | 7.37 | 8.16 | ||
DFA Global Equity I | 8.55B | -1.73 | 6.89 | 9.10 | ||
Templeton Growth Adv | 179.89M | 1.25 | 5.71 | 4.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.58 | 385.73 | -0.54% | |
Apple | US0378331005 | 2.65 | 202.14 | -0.19% | |
Amazon.com | US0231351067 | 2.43 | 179.59 | -1.39% | |
Alphabet C | US02079K1079 | 2.36 | 158.68 | -1.73% | |
Meta Platforms | US30303M1027 | 2.35 | 521.52 | -1.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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