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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1068 | 1124 | 1062 | 1204 | 1389 |
Fund Return | 2.11% | 6.84% | 12.38% | 2.02% | 3.78% | 3.34% |
Place in category | 529 | 488 | 519 | 567 | 626 | 461 |
% in Category | 68 | 62 | 69 | 83 | 96 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.21B | 10.44 | 7.63 | 10.94 | ||
Russell Tax Exempt Bond S | 3.81B | -0.85 | -0.70 | 2.15 | ||
Russell Tax-Managed International E | 2.55B | 5.18 | -0.97 | - | ||
Russell US Strategic Equity S | 2.44B | 10.01 | 6.13 | 10.82 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.13B | 3.42 | -0.21 | 7.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.53B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 30.38 | - | - | |
Russell Inv Investment Grade Bond Y | - | 17.65 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.79 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 7.95 | - | - | |
Russell Inv Strategic Bond Y | - | 5.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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