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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1026 | 1060 | 1076 | 1382 | - |
Fund Return | 2.58% | 2.58% | 6.04% | 2.46% | 6.68% | - |
Place in category | 54 | 54 | 121 | 299 | 187 | - |
% in Category | 10 | 10 | 23 | 73 | 45 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.06B | -5.67 | 10.01 | 10.27 | ||
Russell Tax Exempt Bond S | 4.12B | -0.40 | 2.55 | 2.10 | ||
Russell Tax-Managed International E | 3.23B | 8.76 | 6.70 | - | ||
Russell US Strategic Equity S | 2.34B | -5.72 | 10.17 | 10.20 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.15B | -11.68 | 1.77 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 39.81B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.07B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.24B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.91B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.46B | 1.67 | 4.74 | 5.51 |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Neutral |
Summary | Strong Buy | Strong Buy | Neutral |
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