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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1190 | 1049 | 1322 | 1304 | 1906 | 2903 |
Fund Return | 19.03% | 4.92% | 32.18% | 9.26% | 13.76% | 11.25% |
Place in category | 901 | 1102 | 949 | 924 | 806 | 642 |
% in Category | 60 | 77 | 64 | 71 | 67 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.73B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.89B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.66B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.54B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.21B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.35 | 426.89 | +0.40% | |
Apple | US0378331005 | 6.26 | 228.22 | +1.38% | |
NVIDIA | US67066G1040 | 4.44 | 146.76 | +0.33% | |
Amazon.com | US0231351067 | 3.67 | 211.48 | -1.22% | |
Meta Platforms | US30303M1027 | 2.27 | 577.16 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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