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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1092 | 1184 | 1187 | 1402 | 1738 |
Fund Return | 3.88% | 9.21% | 18.36% | 5.89% | 6.99% | 5.68% |
Place in category | 114 | 95 | 104 | 58 | 217 | 181 |
% in Category | 36 | 29 | 26 | 22 | 81 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.1B | 6.12 | 6.41 | 10.77 | ||
Russell Tax Exempt Bond S | 3.75B | -0.66 | -0.51 | 2.26 | ||
Russell Tax-Managed International E | 2.61B | 1.43 | -1.10 | - | ||
Russell US Strategic Equity S | 2.41B | 6.05 | 4.98 | 10.64 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.17B | -0.28 | -1.21 | 6.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 75.37B | 1.53 | 3.31 | 6.19 | ||
Vanguard LifeStrategy Growth Inv | 20.47B | 2.58 | 2.42 | 7.40 | ||
American Funds Income Fund of A R6 | 19.91B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 13.1B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.44B | 3.24 | 3.65 | 7.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.25 | - | - | |
Russell Inv Multifactor US Equity Y | - | 20.32 | - | - | |
Russell Inv US Strategic Equity Y | - | 10.65 | - | - | |
Russell Inv Multifactor Intl Eq Y | - | 10.01 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 7.87 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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