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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 996 | 1102 | 1142 | 1352 | 1564 |
Fund Return | 2.51% | -0.36% | 10.17% | 4.52% | 6.22% | 4.57% |
Place in category | 326 | 333 | 474 | 504 | 567 | 445 |
% in Category | 40 | 43 | 65 | 73 | 90 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.6B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.19B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.05B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.21B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.2B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.19B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.75 | - | - | |
Russell Inv Investment Grade Bond Y | - | 18.35 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.21 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 8.10 | - | - | |
Russell Inv Strategic Bond Y | - | 5.61 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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