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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 971 | 891 | 1038 | 1078 | 1638 | 1975 |
Fund Return | -2.87% | -10.86% | 3.76% | 2.53% | 10.37% | 7.04% |
Place in category | 457 | 506 | 471 | 445 | 311 | 256 |
% in Category | 69 | 79 | 78 | 81 | 62 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.64B | 1.08 | 10.24 | 10.98 | ||
Russell Tax Exempt Bond S | 4.2B | 1.47 | 1.42 | 2.28 | ||
Russell Tax-Managed International E | 3.02B | 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 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 | 15.05B | -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 | - | 4.46 | - | - | |
LeMaitre Vascular | US5255582018 | 0.79 | 85.16 | +1.50% | |
argenx ADR | US04016X1019 | 0.71 | 567.09 | -4.19% | |
OneSpaWorld | BSP736841136 | 0.69 | 16.68 | -0.66% | |
Excelerate Energy Inc Class A | - | 0.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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