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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 1001 | 1033 | 986 | 1074 | 1242 |
Fund Return | 0.15% | 0.15% | 3.32% | -0.47% | 1.43% | 2.19% |
Place in category | 148 | 148 | 166 | 151 | 113 | 83 |
% in Category | 44 | 44 | 53 | 60 | 50 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.42B | 4.09 | 1.65 | 4.81 | ||
SEI S&P 500 Index A (SIIT) | 4.14B | 10.51 | 11.41 | 12.90 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.46B | 9.18 | 9.59 | 10.50 | ||
SEI International Equity F (SIT) | 3.46B | 4.83 | 3.18 | 4.57 | ||
SEI Global Managed Volatility A (SI | 2B | 7.41 | 8.13 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.17B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.65B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.54B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.62B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TOBACCO SETTLEMENT FING CORP N J 5% | - | 0.67 | - | - | |
PUBLIC FIN AUTH WIS POLLUTION CTL REV 3.7% | - | 0.66 | - | - | |
TOBACCO SETTLEMENT FING CORP VA 0% | - | 0.59 | - | - | |
PENNSYLVANIA ECONOMIC DEV FING AUTH PRIVATE ACTIVITY REV 5% | - | 0.58 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.55% | - | 0.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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