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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 1007 | 1023 | 1015 | 1035 | 1197 |
Fund Return | 0.52% | 0.72% | 2.32% | 0.5% | 0.69% | 1.81% |
Place in category | 107 | 157 | 165 | 159 | 131 | 84 |
% in Category | 38 | 56 | 56 | 64 | 55 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.13B | 4.88 | 4.34 | 5.93 | ||
SEI S&P 500 Index A (SIIT) | 4.41B | 2.77 | 11.81 | 13.70 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 3.65 | 8.17 | 10.82 | ||
SEI International Equity F (SIT) | 3.16B | 5.88 | 5.41 | 5.96 | ||
SEI Global Managed Volatility A (SI | 1.88B | 3.25 | 8.34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 75.41B | 0.48 | 1.12 | 2.15 | ||
Bridge Builder Municipal Bond | 16.44B | 0.60 | 1.07 | - | ||
American Funds Tax-Exempt Bond A | 11.94B | 0.25 | 0.58 | 2.10 | ||
Nuveen Intermediate Duration Muni | 6.97B | 0.73 | 0.70 | 2.16 | ||
American Funds Tax-Exempt Bond F2 | 5.82B | 0.26 | 0.76 | 2.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PENNSYLVANIA ST 5% | - | 0.85 | - | - | |
PUBLIC FIN AUTH WIS POLLUTION CTL REV 3.7% | - | 0.63 | - | - | |
TOBACCO SETTLEMENT FING CORP N J 5% | - | 0.62 | - | - | |
TOBACCO SETTLEMENT FING CORP VA 0% | - | 0.58 | - | - | |
ATLANTA GA WTR & WASTEWTR REV 5% | - | 0.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Sell | Sell | Sell |
Summary | Neutral | Neutral | Sell |
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