Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1062 | 1252 | 1161 | 1412 | 1694 |
Fund Return | 13.92% | 6.25% | 25.25% | 5.11% | 7.14% | 5.41% |
Place in category | 171 | 125 | 172 | 196 | 250 | 214 |
% in Category | 56 | 38 | 53 | 63 | 90 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.17B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 4.16B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.85B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.61B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.31B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 79.22B | 11.98 | 5.29 | 6.88 | ||
Vanguard LifeStrategy Growth Inv | 22B | 12.37 | 3.70 | 7.94 | ||
American Funds Income Fund of A R6 | 21.87B | 12.28 | 5.62 | 7.19 | ||
American Funds Income Fund of Ame | 14.31B | 12.21 | 5.52 | 7.08 | ||
American Funds Growth and Inc A | 12.54B | 13.49 | 4.83 | 8.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.10 | - | - | |
Russell Inv Multifactor US Equity Y | - | 17.62 | - | - | |
Russell Inv US Strategic Equity Y | - | 9.06 | - | - | |
Russell Inv Strategic Bond Y | - | 8.80 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 8.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review