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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 1061 | 1194 | 1115 | 1571 | 1130 |
Fund Return | 17.1% | 6.15% | 19.4% | 3.69% | 9.45% | 1.23% |
Place in category | 569 | 593 | 201 | 196 | 114 | 173 |
% in Category | 73 | 74 | 27 | 33 | 21 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.69B | -5.67 | 10.01 | 10.27 | ||
Russell Tax Exempt Bond S | 4.12B | -0.40 | 2.55 | 2.10 | ||
Russell Tax-Managed International E | 3.13B | 8.76 | 6.70 | - | ||
Russell US Strategic Equity S | 2.23B | -5.72 | 10.17 | 10.20 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -11.68 | 1.77 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 210.14B | 8.74 | 7.96 | 4.94 | ||
Vanguard Total Intl Stock Index Adm | 76.32B | 8.77 | 8.03 | 5.01 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Series Global ex US Index | 52.46B | 9.45 | 8.49 | 4.91 | ||
Strategic Advisers International I | 47.56B | 12.14 | 10.46 | 6.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Topix Index Futures | - | 8.06 | - | - | |
Roche Holding Participation | CH0012032048 | 2.53 | 261.90 | +1.67% | |
FTSE 100 Index Future Mar19 | - | 2.21 | - | - | |
Novartis | CH0012005267 | 2.11 | 91.68 | +0.85% | |
Nestle | CH0038863350 | 1.93 | 86.21 | -1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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