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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1317 | 1280 | 1897 | 2884 |
Fund Return | 11.21% | 11.21% | 31.66% | 8.57% | 13.66% | 11.17% |
Place in category | 437 | 437 | 281 | 1041 | 690 | 554 |
% in Category | 26 | 26 | 18 | 79 | 60 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 5.99B | 10.54 | 9.92 | 11.23 | ||
Russell Tax Exempt Bond S | 3.74B | 0.15 | 0.05 | 2.44 | ||
Russell Tax-Managed International E | 2.57B | 3.57 | 0.46 | - | ||
Russell Tax-Managed US Mid & Sm Cap | 1.17B | 6.96 | 2.62 | 7.37 | ||
Russell Global Equity S | 860.42M | 9.06 | 7.97 | 9.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.54 | 409.34 | -1.02% | |
Apple | US0378331005 | 5.47 | 182.40 | +0.38% | |
Amazon.com | US0231351067 | 3.42 | 188.76 | +0.03% | |
Alphabet A | US02079K3059 | 3.09 | 171.25 | +1.87% | |
NVIDIA | US67066G1040 | 2.36 | 905.54 | -1.72% |
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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