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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 1018 | 1302 | 1199 | 1734 | 2506 |
Fund Return | 14.78% | 1.82% | 30.16% | 6.24% | 11.63% | 9.62% |
Place in category | 122 | 168 | 140 | 67 | 57 | 24 |
% in Category | 37 | 46 | 47 | 22 | 17 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.74B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.91B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.68B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.54B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.92B | 13.45 | 4.80 | 7.98 | ||
American Funds Capital World Gr R6 | 36.25B | 13.75 | 5.15 | 8.34 | ||
Templeton Growth A | 8.03B | 6.54 | 4.28 | 3.99 | ||
Templeton Growth Adv | 193.98M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 52.61M | 6.35 | 4.03 | 3.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.59 | 427.99 | +2.20% | |
Alphabet C | US02079K1079 | 2.48 | 170.62 | +0.70% | |
Taiwan Semiconductor | US8740391003 | 2.37 | 183.84 | -0.67% | |
Meta Platforms | US30303M1027 | 2.31 | 573.54 | +1.49% | |
Amazon.com | US0231351067 | 2.27 | 207.86 | +3.18% |
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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