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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1061 | 1260 | 1390 | 2000 | 3524 |
Fund Return | 2.76% | 6.13% | 26.03% | 11.6% | 14.87% | 13.43% |
Place in category | 1059 | 642 | 470 | 432 | 365 | 160 |
% in Category | 76 | 46 | 36 | 33 | 33 | 21 |
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 Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.62 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 5.72 | 408.43 | -0.51% | |
NVIDIA | US67066G1040 | 5.46 | 138.85 | +2.63% | |
Amazon.com | US0231351067 | 4.13 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 2.79 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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