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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1002 | 1028 | 1017 | 1051 | 1082 |
Fund Return | 0.18% | 0.2% | 2.77% | 0.58% | 1.01% | 0.79% |
Place in category | 86 | 72 | 96 | 55 | 106 | 105 |
% in Category | 42 | 38 | 47 | 36 | 58 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.71B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.31B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.59B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.59B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.06B | 4.35 | 6.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 28.71B | -0.10 | 0.44 | 1.50 | ||
Vanguard Short-Term Tx-Ex Adm | 14.78B | 0.44 | 1.21 | 1.23 | ||
AB Diversified Municipal | 4.92B | -0.40 | -0.27 | 1.72 | ||
AB Intermediate Diversified Muni A | 4.92B | -0.46 | -0.46 | 1.48 | ||
AB Intermediate Diversified Muni Ad | 4.92B | -0.38 | -0.21 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | - | 2.08 | - | - | |
INDIANA ST FIN AUTH ENVIRONMENTAL REV 3.45% | - | 1.61 | - | - | |
ARLINGTON TEX HSG FIN CORP MULTIFAMILY HSG REV 3.5% | - | 1.25 | - | - | |
ROCKPORT IND POLLUTION CTL REV 3.05% | - | 1.18 | - | - | |
LOWER ALA GAS DIST GAS PROJ REV 4% | - | 1.14 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Neutral |
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