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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 973 | 892 | 1017 | 1067 | 1520 | 1879 |
Fund Return | -2.73% | -10.81% | 1.68% | 2.18% | 8.73% | 6.51% |
Place in category | 414 | 493 | 530 | 474 | 464 | 316 |
% in Category | 63 | 78 | 89 | 85 | 87 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.58B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.23B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.04B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.22B | 0.85 | 9.72 | 10.86 | ||
Russell Global Equity S | 957.67M | 3.10 | 9.41 | 9.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 15.04B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini Russell 2000 Index Future Mar 25 | - | 2.21 | - | - | |
Kyndryl Holdings Inc Ordinary Shares | - | 0.72 | - | - | |
Fair Isaac | US3032501047 | 0.62 | 1,758.74 | +2.08% | |
Primo Water | US7416231022 | 0.60 | 30.74 | +1.39% | |
Houlihan Lokey Inc | US4415931009 | 0.60 | 157.62 | +0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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