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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1002 | 1049 | 1120 | 1531 | 1560 |
Fund Return | 0.18% | 0.18% | 4.87% | 3.84% | 8.9% | 4.55% |
Place in category | 241 | 241 | 414 | 440 | 491 | 447 |
% in Category | 35 | 35 | 56 | 63 | 77 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.69B | -5.67 | 10.01 | 10.27 | ||
Russell Tax Exempt Bond S | 4.12B | -0.40 | 2.55 | 2.10 | ||
Russell Tax-Managed International E | 3.13B | 8.76 | 6.70 | - | ||
Russell US Strategic Equity S | 2.23B | -5.72 | 10.17 | 10.20 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -11.68 | 1.77 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.52B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 95.02B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 54.81B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.63B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 28.78 | - | - | |
Russell Inv Investment Grade Bond Y | - | 18.16 | - | - | |
Russell Inv Multifactor US Equity Y | - | 14.95 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 8.04 | - | - | |
Russell Inv Strategic Bond Y | - | 7.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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