
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1035 | 1094 | 1165 | 1498 | 1610 |
Fund Return | 6.88% | 3.47% | 9.37% | 5.24% | 8.42% | 4.88% |
Place in category | 348 | 449 | 372 | 330 | 257 | 254 |
% in Category | 45 | 59 | 54 | 55 | 45 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.7B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.21B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.1B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.25B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.11B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard Total Intl Stock Index Adm | 76.18B | 5.24 | 4.42 | 5.02 | ||
Fidelity International Index Inst | 55.99B | 8.06 | 6.85 | 5.50 | ||
Fidelity Series Global ex US Index | 52.88B | 6.06 | 4.88 | 4.92 | ||
Strategic Advisers International I | 47.55B | 7.61 | 6.47 | 6.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P TSX 60 Index Future Mar 25 | - | 5.44 | - | - | |
Spi 200 Index Futures | - | 3.53 | - | - | |
TOPIX Dividend Index Mar25 | - | 2.47 | - | - | |
Novo Nordisk B | DK0062498333 | 1.74 | 528.8 | -2.85% | |
UBS Group | CH0244767585 | 1.59 | 28.80 | -0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review