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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 | 1058 | 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) | 7.92B | 4.88 | 4.34 | 5.93 | ||
SEI S&P 500 Index A (SIIT) | 4.37B | 2.77 | 11.81 | 13.70 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.59B | 3.65 | 8.17 | 10.82 | ||
SEI International Equity F (SIT) | 3.08B | 5.88 | 5.41 | 5.96 | ||
SEI Global Managed Volatility A (SI | 1.86B | 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 | 562.19B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 406.82B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.32 | 233.22 | +0.32% | |
NVIDIA | US67066G1040 | 6.37 | 128.68 | +3.08% | |
Microsoft | US5949181045 | 6.06 | 415.82 | +0.61% | |
Amazon.com | US0231351067 | 3.97 | 238.83 | +1.13% | |
Meta Platforms | US30303M1027 | 2.47 | 711.99 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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