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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1192 | 1033 | 1360 | 1287 | 1919 | 3107 |
Fund Return | 19.17% | 3.3% | 35.98% | 8.78% | 13.92% | 12% |
Place in category | 725 | 713 | 753 | 405 | 631 | 361 |
% in Category | 49 | 49 | 53 | 29 | 54 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.17B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 4.16B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.85B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.61B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.31B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.13 | 427.99 | +2.20% | |
NVIDIA | US67066G1040 | 6.23 | 136.92 | +0.66% | |
Alphabet A | US02079K3059 | 2.81 | 169.12 | +0.88% | |
Meta Platforms | US30303M1027 | 2.21 | 573.54 | +1.49% | |
Broadcom | US11135F1012 | 1.50 | 164.74 | -0.05% |
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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