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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1035 | 1260 | 1227 | 1861 | 2692 |
Fund Return | 9.6% | 3.5% | 26.05% | 7.05% | 13.22% | 10.41% |
Place in category | 946 | 755 | 871 | 909 | 885 | 665 |
% in Category | 62 | 49 | 61 | 68 | 73 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.64B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.4B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.51B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.61B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 6.27 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.88 | 446.95 | -1.30% | |
Apple | US0378331005 | 3.14 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 2.25 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 2.19 | 193.25 | -2.33% | |
Broadcom | US11135F1012 | 2.02 | 1,605.35 | +1.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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