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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 990 | 1119 | 1224 | 1577 | 1845 |
Fund Return | 2.5% | -0.99% | 11.87% | 6.96% | 9.53% | 6.32% |
Place in category | 137 | 168 | 146 | 105 | 132 | 169 |
% in Category | 42 | 50 | 43 | 34 | 49 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.7B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.21B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.1B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.25B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.11B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 78.11B | 5.45 | 6.51 | 7.01 | ||
American Funds Income Fund of A R6 | 22.47B | 5.49 | 6.83 | 7.32 | ||
Vanguard LifeStrategy Growth Inv | 22.37B | 2.58 | 6.87 | 7.88 | ||
American Funds Income Fund of Ame | 14.5B | 5.50 | 6.72 | 7.21 | ||
American Funds Growth and Inc A | 12.42B | 2.78 | 8.10 | 8.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.25 | - | - | |
Russell Inv Multifactor US Equity Y | - | 20.03 | - | - | |
Russell Inv US Strategic Equity Y | - | 10.52 | - | - | |
Russell Inv Multifactor Intl Eq Y | - | 10.10 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 8.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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