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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1178 | 1030 | 1350 | 1198 | 1863 | 2847 |
Fund Return | 17.79% | 3.02% | 35.05% | 6.21% | 13.25% | 11.03% |
Place in category | 881 | 866 | 845 | 986 | 789 | 605 |
% in Category | 60 | 59 | 58 | 76 | 65 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.73B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.89B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.66B | 6.52 | 0.18 | - | ||
Russell Tax-Managed US Mid & Sm Cap | 1.21B | 7.53 | 0.55 | 7.30 | ||
Russell Global Equity S | 966.46M | 14.78 | 6.24 | 9.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.05 | 426.89 | +0.40% | |
NVIDIA | US67066G1040 | 5.48 | 146.76 | +0.33% | |
Alphabet A | US02079K3059 | 3.82 | 175.58 | -1.84% | |
Mastercard | US57636Q1040 | 1.71 | 520.40 | -0.28% | |
UnitedHealth | US91324P1021 | 1.63 | 593.15 | -2.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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