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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1042 | 1179 | 1169 | 1653 | 2397 |
Fund Return | 4.99% | 4.2% | 17.86% | 5.33% | 10.58% | 9.14% |
Place in category | 95 | 126 | 93 | 60 | 42 | 15 |
% in Category | 24 | 30 | 24 | 20 | 10 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.1B | 6.12 | 6.41 | 10.77 | ||
Russell Tax Exempt Bond S | 3.75B | -0.66 | -0.51 | 2.26 | ||
Russell Tax-Managed International E | 2.61B | 1.43 | -1.10 | - | ||
Russell US Strategic Equity S | 2.41B | 6.05 | 4.98 | 10.64 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.17B | -0.28 | -1.21 | 6.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.86B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.41B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.80 | 415.13 | +0.23% | |
Alphabet C | US02079K1079 | 2.51 | 173.96 | +0.21% | |
Meta Platforms | US30303M1027 | 2.42 | 466.83 | +0.05% | |
Taiwan Semiconductor | US8740391003 | 2.09 | 151.06 | -1.24% | |
Amazon.com | US0231351067 | 1.90 | 176.44 | -1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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