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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 997 | 1104 | 1147 | 1362 | 1588 |
Fund Return | 2.64% | -0.27% | 10.45% | 4.69% | 6.38% | 4.73% |
Place in category | 268 | 300 | 439 | 473 | 558 | 439 |
% in Category | 32 | 39 | 59 | 70 | 89 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.36B | -4.61 | 7.17 | 10.48 | ||
Russell Tax Exempt Bond S | 4.12B | 0.31 | 1.95 | 2.14 | ||
Russell Tax-Managed International E | 2.94B | 5.93 | 3.45 | - | ||
Russell US Strategic Equity S | 2.13B | -4.80 | 6.99 | 10.37 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.03B | -9.00 | -0.05 | 5.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.79B | -0.23 | 6.19 | 8.03 | ||
Vanguard Wellington Admiral | 99.51B | -1.64 | 5.79 | 8.17 | ||
American Funds American Balanced R6 | 53.17B | -0.15 | 6.52 | 8.36 | ||
Vanguard Balanced Index Adm | 46.71B | -1.84 | 5.20 | 7.78 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 30.14 | - | - | |
Russell Inv Investment Grade Bond Y | - | 17.97 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.50 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 8.02 | - | - | |
Russell Inv Strategic Bond Y | - | 5.49 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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