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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1032 | 1276 | 1290 | 1979 | - |
Fund Return | 10.51% | 3.21% | 27.59% | 8.86% | 14.63% | - |
Place in category | 787 | 911 | 700 | 465 | 614 | - |
% in Category | 50 | 59 | 49 | 35 | 54 | - |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.63 | 442.57 | +0.22% | |
Apple | US0378331005 | 6.57 | 212.49 | -0.82% | |
Amazon.com | US0231351067 | 2.90 | 183.66 | -0.09% | |
NVIDIA | US67066G1040 | 2.48 | 131.88 | +1.75% | |
Alphabet A | US02079K3059 | 2.40 | 176.79 | +0.93% |
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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