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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1030 | 1144 | 1145 | 1394 | 1703 |
Fund Return | 2.78% | 3.03% | 14.42% | 4.63% | 6.87% | 5.47% |
Place in category | 200 | 227 | 223 | 244 | 229 | 207 |
% in Category | 53 | 70 | 71 | 85 | 85 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.71B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.21B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.14B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.25B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.12B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 78.23B | 5.45 | 6.51 | 7.01 | ||
American Funds Income Fund of A R6 | 22.49B | 5.49 | 6.83 | 7.32 | ||
Vanguard LifeStrategy Growth Inv | 22.37B | 2.58 | 6.87 | 7.88 | ||
American Funds Income Fund of Ame | 14.51B | 5.50 | 6.72 | 7.21 | ||
American Funds Growth and Inc A | 12.36B | 2.78 | 8.10 | 8.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.22 | - | - | |
Russell Inv Multifactor US Equity Y | - | 17.61 | - | - | |
Russell Inv Strategic Bond Y | - | 9.04 | - | - | |
Russell Inv US Strategic Equity Y | - | 9.03 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 8.08 | - | - |
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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