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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 952 | 952 | 1032 | 1225 | 2154 | 2683 |
Fund Return | -4.8% | -4.8% | 3.15% | 6.99% | 16.59% | 10.37% |
Place in category | 907 | 907 | 1114 | 909 | 796 | 648 |
% in Category | 67 | 67 | 80 | 72 | 68 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.32B | -4.61 | 7.17 | 10.48 | ||
Russell Tax Exempt Bond S | 4.1B | 0.31 | 1.95 | 2.14 | ||
Russell Tax-Managed International E | 2.88B | 5.93 | 3.45 | - | ||
Russell Tax-Managed US Mid & Sm Cap | 1.01B | -9.00 | -0.05 | 5.69 | ||
Russell Global Equity S | 901.33M | -1.00 | 7.37 | 9.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.15 | 385.60 | -0.57% | |
Apple | US0378331005 | 6.12 | 202.08 | -0.22% | |
NVIDIA | US67066G1040 | 5.24 | 112.20 | +1.35% | |
Amazon.com | US0231351067 | 3.69 | 179.56 | -1.41% | |
Meta Platforms | US30303M1027 | 2.41 | 521.31 | -1.91% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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