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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 965 | 1047 | 1022 | 958 | 1020 | 1347 |
Fund Return | -3.52% | 4.71% | 2.16% | -1.43% | 0.39% | 3.03% |
Place in category | 65 | 80 | 98 | 119 | 119 | 71 |
% in Category | 30 | 38 | 48 | 65 | 57 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.21B | 10.44 | 7.63 | 10.94 | ||
Russell Tax Exempt Bond S | 3.81B | -0.85 | -0.70 | 2.15 | ||
Russell Tax-Managed International E | 2.55B | 5.18 | -0.97 | - | ||
Russell US Strategic Equity S | 2.44B | 10.01 | 6.13 | 10.82 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.13B | 3.42 | -0.21 | 7.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7.04B | -3.80 | -2.98 | 4.06 | ||
US09630D4079 | 3.44B | -4.60 | 2.39 | 5.56 | ||
DFA International Real Estate Sec I | 3.28B | -3.22 | -6.11 | 0.81 | ||
BlackRock Developed Real Est Idx K | 2.73B | -3.59 | -3.97 | - | ||
Cohen & Steers Global Realty I | 1.57B | -2.17 | -3.77 | 4.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.45 | 112.29 | -0.08% | |
Equinix | US29444U7000 | 4.90 | 766.26 | -0.04% | |
Welltower | US95040Q1040 | 4.80 | 104.04 | +0.16% | |
Digital | US2538681030 | 3.89 | 149.92 | +0.11% | |
Simon Property | US8288061091 | 3.82 | 148.83 | -2.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Neutral |
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