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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 960 | 1091 | 929 | 1087 | 1275 |
Fund Return | 4.14% | -4.05% | 9.15% | -2.43% | 1.69% | 2.46% |
Place in category | 29 | 111 | 84 | 96 | 94 | 87 |
% in Category | 26 | 74 | 53 | 59 | 55 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.6B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.19B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.05B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.21B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 6.93B | 4.75 | -0.47 | 4.03 | ||
DFA International Real Estate Sec I | 3.05B | 3.38 | -5.44 | 0.16 | ||
US09630D4079 | 2.96B | 0.75 | -4.56 | 4.77 | ||
Cohen & Steers Global Realty I | 1.55B | 4.21 | -1.76 | 4.02 | ||
MFS Global Real Estate R6 | 1.3B | 2.30 | -3.46 | 4.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 5.84 | 153.42 | +2.33% | |
Prologis | US74340W1036 | 4.68 | 110.45 | -0.27% | |
Equinix | US29444U7000 | 4.54 | 803.00 | -2.70% | |
Simon Property | US8288061091 | 4.32 | 164.28 | -0.95% | |
Digital | US2538681030 | 4.16 | 142.10 | -1.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Neutral | Sell |
Summary | Strong Sell | Sell | Strong Sell |
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