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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1159 | 986 | 1159 | 1184 | 1646 | 2490 |
Fund Return | 15.88% | -1.36% | 15.88% | 5.78% | 10.48% | 9.55% |
Place in category | 119 | 102 | 119 | 67 | 55 | 28 |
% in Category | 37 | 35 | 37 | 25 | 22 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.11B | 20.45 | 6.79 | 11.13 | ||
Russell Tax Exempt Bond S | 4.19B | 1.76 | -0.07 | 2.19 | ||
Russell Tax-Managed International E | 2.88B | 2.99 | -0.54 | - | ||
Russell US Strategic Equity S | 2.49B | 20.50 | 6.48 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 7.24 | 0.38 | 7.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.94B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 36.59B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 15.8B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.37B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth A | 7.88B | 5.42 | 4.04 | 3.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.58 | 446.20 | +4.13% | |
Apple | US0378331005 | 2.65 | 223.83 | +0.53% | |
Amazon.com | US0231351067 | 2.43 | 235.01 | +1.86% | |
Alphabet C | US02079K1079 | 2.36 | 200.03 | +0.20% | |
Meta Platforms | US30303M1027 | 2.35 | 623.50 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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