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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1036 | 1179 | 1284 | 1627 | 2478 |
Fund Return | 9.67% | 3.58% | 17.94% | 8.69% | 10.22% | 9.5% |
Place in category | 232 | 712 | 962 | 122 | 751 | 184 |
% in Category | 20 | 58 | 82 | 13 | 74 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.69B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.41B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.54B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.64B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2.05B | 7.41 | 6.27 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.34B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 3.64 | 208.28 | -1.14% | |
Motorola | US6200763075 | 3.58 | 390.36 | +0.57% | |
Microsoft | US5949181045 | 3.57 | 450.95 | +0.73% | |
Eli Lilly | US5324571083 | 3.28 | 904.61 | +1.63% | |
Apple | US0378331005 | 3.10 | 209.07 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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