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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1005 | 1137 | 1310 | 1887 | 2449 |
Fund Return | 3.1% | 0.5% | 13.71% | 9.41% | 13.55% | 9.37% |
Place in category | 177 | 134 | 83 | 71 | 39 | 30 |
% in Category | 42 | 32 | 32 | 27 | 14 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.81B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.21B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.1B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.29B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.14B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.15B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 35.97B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.78B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 9.17B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth A | 7.78B | 4.43 | 6.71 | 4.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.58 | 395.16 | +0.53% | |
Apple | US0378331005 | 2.65 | 223.73 | +1.36% | |
Amazon.com | US0231351067 | 2.43 | 205.73 | +1.22% | |
Alphabet C | US02079K1079 | 2.36 | 172.79 | +1.68% | |
Meta Platforms | US30303M1027 | 2.35 | 626.31 | +1.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Buy | Neutral | Buy |
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