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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1048 | 1158 | 1047 | 1432 | 1502 |
Fund Return | 5.34% | 4.81% | 15.76% | 1.54% | 7.45% | 4.15% |
Place in category | 618 | 489 | 498 | 306 | 363 | 250 |
% in Category | 82 | 60 | 72 | 51 | 54 | 63 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity International Index Inst | 51.18B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 45.9B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spi 200 Index Futures | - | 4.39 | - | - | |
Topix Index Futures | - | 4.15 | - | - | |
S&P TSX 60 Index Future June 24 | - | 3.80 | - | - | |
Novo Nordisk B | DK0062498333 | 2.02 | 991.0 | +1.15% | |
Shell | GB00BP6MXD84 | 1.42 | 32.25 | -0.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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