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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 977 | 1138 | 1329 | 1941 | 2763 |
Fund Return | 1.02% | -2.34% | 13.8% | 9.96% | 14.18% | 10.7% |
Place in category | 991 | 1019 | 1021 | 931 | 879 | 659 |
% in Category | 72 | 70 | 73 | 72 | 74 | 74 |
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 Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.28 | 218.27 | +1.95% | |
Microsoft | US5949181045 | 6.03 | 391.26 | +1.14% | |
NVIDIA | US67066G1040 | 4.54 | 117.70 | -0.70% | |
Amazon.com | US0231351067 | 4.47 | 196.21 | +0.65% | |
Meta Platforms | US30303M1027 | 2.85 | 596.25 | +1.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Strong Sell | Strong Buy |
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