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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1134 | 1027 | 1227 | 1246 | 1823 | 2770 |
Fund Return | 13.44% | 2.69% | 22.7% | 7.6% | 12.76% | 10.73% |
Place in category | 836 | 871 | 780 | 878 | 813 | 599 |
% in Category | 54 | 57 | 53 | 65 | 67 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.18B | 13.58 | 7.87 | 11.00 | ||
Russell Tax Exempt Bond S | 3.77B | 0.43 | -0.37 | 2.28 | ||
Russell Tax-Managed International E | 2.58B | 3.22 | -1.10 | - | ||
Russell US Strategic Equity S | 2.43B | 13.05 | 6.30 | 10.90 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.19B | 1.54 | -0.70 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 673.97B | 13.58 | 7.92 | - | ||
Fidelity 500 Index Institutional Pr | 561.29B | 15.28 | 10.00 | 12.85 | ||
Vanguard 500 Index Admiral | 524.89B | 15.27 | 9.97 | 12.82 | ||
Vanguard Total Stock Market Admiral | 382.22B | 13.57 | 7.90 | 12.10 | ||
Vanguard 500 Index Institutional Se | 179.25B | 15.28 | 10.00 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.77 | 442.94 | +1.33% | |
Apple | US0378331005 | 5.21 | 223.91 | -0.18% | |
NVIDIA | US67066G1040 | 4.01 | 123.54 | +4.76% | |
Amazon.com | US0231351067 | 3.84 | 182.53 | -0.33% | |
Alphabet C | US02079K1079 | 2.42 | 183.35 | +2.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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