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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1083 | 1158 | 1126 | 1317 | 1542 |
Fund Return | 3.2% | 8.31% | 15.84% | 4.04% | 5.66% | 4.42% |
Place in category | 182 | 191 | 162 | 205 | 255 | 210 |
% in Category | 57 | 56 | 50 | 65 | 92 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.21B | 10.44 | 7.63 | 10.94 | ||
Russell Tax Exempt Bond S | 3.81B | -0.85 | -0.70 | 2.15 | ||
Russell Tax-Managed International E | 2.55B | 5.18 | -0.97 | - | ||
Russell US Strategic Equity S | 2.44B | 10.01 | 6.13 | 10.82 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.13B | 3.42 | -0.21 | 7.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.77B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 19.92B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.01B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.63B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.24 | - | - | |
Russell Inv Multifactor US Equity Y | - | 17.73 | - | - | |
Russell Inv US Strategic Equity Y | - | 9.10 | - | - | |
Russell Inv Strategic Bond Y | - | 8.72 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 7.96 | - | - |
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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