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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 1072 | 1244 | 1185 | 1447 | 1602 |
Fund Return | 13.33% | 7.2% | 24.36% | 5.81% | 7.68% | 4.83% |
Place in category | 145 | 225 | 69 | 240 | 190 | 91 |
% in Category | 38 | 65 | 21 | 71 | 60 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.77B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.89B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.72B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.56B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.25B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.84B | 8.75 | 5.16 | 4.54 | ||
Fidelity Series International VVV | 14.98B | 10.37 | 7.59 | 5.74 | ||
Vanguard International Value Inv | 13.97B | 4.98 | 2.27 | 4.43 | ||
Causeway International Value Instl | 10.57B | 6.85 | 8.13 | 5.56 | ||
DFA International Value I | 8.94B | 9.09 | 7.07 | 5.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.34 | 756.0 | +0.95% | |
ASML Holding | NL0010273215 | 1.95 | 627.70 | -0.41% | |
Shell | GB00BP6MXD84 | 1.42 | 30.72 | +0.29% | |
SAP | DE0007164600 | 1.25 | 219.450 | -0.43% | |
Nestle | CH0038863350 | 1.23 | 77.72 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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