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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 942 | 917 | 1068 | 1322 | 1848 | 2593 |
Fund Return | -5.75% | -8.3% | 6.81% | 9.74% | 13.07% | 10% |
Place in category | 987 | 859 | 1092 | 903 | 908 | 687 |
% in Category | 72 | 63 | 80 | 69 | 79 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.06B | -5.67 | 10.01 | 10.27 | ||
Russell Tax Exempt Bond S | 4.12B | -0.40 | 2.55 | 2.10 | ||
Russell Tax-Managed International E | 3.23B | 8.76 | 6.70 | - | ||
Russell US Strategic Equity S | 2.34B | -5.72 | 10.17 | 10.20 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.15B | -11.68 | 1.77 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.29 | 206.86 | -0.92% | |
Microsoft | US5949181045 | 5.80 | 458.17 | -0.15% | |
NVIDIA | US67066G1040 | 4.56 | 134.38 | -0.88% | |
Amazon.com | US0231351067 | 3.84 | 204.07 | -1.01% | |
Meta Platforms | US30303M1027 | 2.54 | 637.10 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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