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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1041 | 1148 | 1148 | 1572 | 2235 |
Fund Return | 2.87% | 4.08% | 14.83% | 4.71% | 9.46% | 8.37% |
Place in category | 387 | 446 | 476 | 450 | 317 | 238 |
% in Category | 57 | 72 | 78 | 81 | 63 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.18B | 2.81 | 9.67 | 11.84 | ||
Russell Tax Exempt Bond S | 4.21B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3.05B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.48B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 2.22 | 3.99 | 7.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.85B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini Russell 2000 Index Future Dec 24 | - | 3.92 | - | - | |
LeMaitre Vascular | US5255582018 | 0.83 | 103.15 | +2.39% | |
argenx ADR | US04016X1019 | 0.68 | 640.14 | +0.18% | |
Arcellx Inc | - | 0.65 | - | - | |
OneSpaWorld | BSP736841136 | 0.59 | 22.98 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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