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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 943 | 913 | 1071 | 1337 | 1876 | 2642 |
Fund Return | -5.72% | -8.67% | 7.12% | 10.17% | 13.41% | 10.2% |
Place in category | 979 | 985 | 1055 | 818 | 848 | 656 |
% in Category | 71 | 73 | 78 | 62 | 73 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.92B | -5.67 | 10.01 | 10.27 | ||
Russell Tax Exempt Bond S | 4.11B | -0.40 | 2.55 | 2.10 | ||
Russell Tax-Managed International E | 3.22B | 8.76 | 6.70 | - | ||
Russell Tax-Managed US Mid & Sm Cap | 1.12B | -11.68 | 1.77 | 5.63 | ||
Russell Global Equity S | 984.98M | -0.60 | 10.36 | 8.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.15 | 450.18 | -1.03% | |
Apple | US0378331005 | 6.12 | 195.27 | -3.02% | |
NVIDIA | US67066G1040 | 5.24 | 131.29 | -1.16% | |
Amazon.com | US0231351067 | 3.69 | 200.99 | -1.04% | |
Meta Platforms | US30303M1027 | 2.41 | 627.06 | -1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Sell |
Summary | Neutral | Strong Buy | Neutral |
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