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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1156 | 1290 | 1003 | 1107 | 1524 |
Fund Return | 12.57% | 15.58% | 28.99% | 0.1% | 2.04% | 4.3% |
Place in category | 79 | 90 | 98 | 101 | 104 | 71 |
% in Category | 42 | 58 | 54 | 56 | 53 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.74B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.91B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.68B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.54B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7.65B | 7.59 | -1.70 | 4.73 | ||
DFA International Real Estate Sec I | 3.33B | 0.27 | -5.44 | 1.10 | ||
US09630D4079 | 3.11B | -5.18 | -1.19 | 5.14 | ||
BlackRock Developed Real Est Idx K | 1.33B | 6.84 | -2.55 | - | ||
Cohen & Steers Global Realty I | 1.64B | 7.51 | -2.32 | 4.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 5.23 | 137.91 | +0.02% | |
Prologis | US74340W1036 | 5.18 | 115.80 | +1.61% | |
Equinix | US29444U7000 | 4.03 | 936.37 | +1.38% | |
Dow Jones Real Estate Future Dec 24 | - | 3.90 | - | - | |
Simon Property | US8288061091 | 3.49 | 181.14 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Buy |
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