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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1244 | 1027 | 1244 | 1273 | 1944 | 3343 |
Fund Return | 24.42% | 2.72% | 24.42% | 8.37% | 14.22% | 12.83% |
Place in category | 476 | 251 | 476 | 495 | 338 | 137 |
% in Category | 34 | 19 | 34 | 36 | 30 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.77B | 7.23 | 1.49 | 5.40 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 24.91 | 8.85 | 13.04 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.59B | 14.57 | 5.28 | 10.06 | ||
SEI International Equity F (SIT) | 3.01B | 6.75 | 1.95 | 5.44 | ||
SEI Global Managed Volatility A (SI | 1.85B | 15.37 | 6.65 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.37 | 223.22 | -0.27% | |
NVIDIA | US67066G1040 | 5.58 | 145.20 | -1.27% | |
Microsoft | US5949181045 | 5.57 | 442.50 | -0.83% | |
Amazon.com | US0231351067 | 3.66 | 233.26 | -0.74% | |
Meta Platforms | US30303M1027 | 2.28 | 628.85 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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