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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1008 | 1047 | 1080 | 1317 | 1378 |
Fund Return | 0.84% | 0.84% | 4.72% | 2.59% | 5.67% | 3.26% |
Place in category | 248 | 248 | 290 | 284 | 308 | 255 |
% in Category | 53 | 53 | 67 | 70 | 79 | 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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.5B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.14B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.4B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.79B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.41B | 1.67 | 4.74 | 5.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Strategic Bond Y | - | 21.68 | - | - | |
Russell Inv Investment Grade Bond Y | - | 19.18 | - | - | |
Russell Inv Global Equity Y | - | 15.29 | - | - | |
Russell Inv Multifactor US Equity Y | - | 13.35 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 8.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Neutral |
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