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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1050 | 1127 | 1180 | 1462 | 2043 |
Fund Return | 5.39% | 5.04% | 12.74% | 5.66% | 7.89% | 7.41% |
Place in category | 392 | 336 | 770 | 696 | 823 | 674 |
% in Category | 29 | 25 | 64 | 61 | 79 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.7B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.33B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.61B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.03B | 4.35 | 6.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup | US1729674242 | 2.51 | 62.32 | +0.02% | |
JPMorgan | US46625H1005 | 2.23 | 201.46 | -0.58% | |
Exxon Mobil | US30231G1022 | 2.13 | 115.33 | -1.65% | |
Merck&Co | US58933Y1055 | 2.12 | 128.31 | +2.20% | |
AT&T | US00206R1023 | 1.90 | 18.23 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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