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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1029 | 1102 | 1099 | 1164 | 1279 |
Fund Return | 6.11% | 2.91% | 10.19% | 3.21% | 3.09% | 2.49% |
Place in category | 136 | 145 | 143 | 8 | 89 | 92 |
% in Category | 88 | 97 | 95 | 10 | 64 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8B | 14.49 | 4.39 | 5.80 | ||
SEI S&P 500 Index A (SIIT) | 4.36B | 22.00 | 11.83 | 13.32 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.74B | 15.96 | 9.16 | 10.68 | ||
SEI International Equity F (SIT) | 3.61B | 14.91 | 5.38 | 5.82 | ||
SEI Global Managed Volatility A (SI | 2.02B | 17.22 | 9.69 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 4.08B | 6.85 | 0.59 | 3.57 | ||
Fidelity Asset Manager 20% | 3.17B | 6.97 | 1.70 | 3.72 | ||
PIMCO Inflation Response MultiAsst | 1.69B | 8.63 | 4.32 | 4.75 | ||
Principal SAM Flexible Income J | 1.17B | 8.55 | 1.65 | 4.03 | ||
Great-West Conservative Profile II | 1.1B | 7.20 | 2.20 | 4.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 11.15 | - | - | |
Japan (Government Of) 0% | JP1742521Q86 | 10.73 | - | - | |
United States Treasury Bills 0% | - | 6.21 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 6.03 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 5.75 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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