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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1038 | 1164 | 1332 | 1956 | 1880 |
Fund Return | 10.72% | 3.79% | 16.38% | 10.03% | 14.35% | 6.52% |
Place in category | 781 | 807 | 436 | 397 | 380 | 479 |
% in Category | 54 | 53 | 31 | 32 | 35 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.67B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.21B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.04B | 5.93 | 3.06 | - | ||
Russell US Strategic Equity S | 2.23B | 0.85 | 9.72 | 10.86 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.1B | -2.73 | 2.18 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 597.55B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P 500 E-Mini Index Futures | - | 3.07 | - | - | |
JPMorgan Chase & Co | - | 2.33 | - | - | |
AT&T Inc | - | 2.01 | - | - | |
Apple Inc | - | 1.77 | - | - | |
Bank of America Corporation | - | 1.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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