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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1084 | 1138 | 1291 | 1686 | 2630 |
Fund Return | 3% | 8.38% | 13.85% | 8.89% | 11.01% | 10.15% |
Place in category | 873 | 832 | 615 | 702 | 271 | 91 |
% in Category | 67 | 66 | 52 | 60 | 30 | 17 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Mar 24 | - | 5.85 | - | - | |
JPMorgan | US46625H1005 | 2.26 | 193.78 | +0.06% | |
Berkshire Hathaway B | US0846707026 | 2.07 | 405.54 | -0.09% | |
CVS Health Corp | US1266501006 | 1.87 | 60.22 | -1.33% | |
Wells Fargo&Co | US9497461015 | 1.76 | 57.40 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Sell | Neutral | Neutral |
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