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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1027 | 1086 | 1076 | 1152 | 1256 |
Fund Return | 5.11% | 2.74% | 8.61% | 2.46% | 2.87% | 2.31% |
Place in category | 132 | 144 | 136 | 7 | 86 | 91 |
% in Category | 86 | 95 | 87 | 7 | 61 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.08B | 11.00 | 2.09 | 4.97 | ||
SEI S&P 500 Index A (SIIT) | 4.33B | 19.49 | 9.31 | 12.92 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.9B | 14.37 | 6.89 | 10.31 | ||
SEI International Equity F (SIT) | 3.65B | 12.93 | 3.61 | 5.28 | ||
SEI Global Managed Volatility A (SI | 2.04B | 15.74 | 7.87 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 4.04B | 5.21 | -0.46 | 3.30 | ||
Fidelity Asset Manager 20% | 3.15B | 5.70 | 0.88 | 3.48 | ||
PIMCO Inflation Response MultiAsst | 1.66B | 5.88 | 3.16 | 3.95 | ||
Principal SAM Flexible Income J | 1.18B | 6.97 | 0.56 | 3.72 | ||
Great-West Conservative Profile II | 1.1B | 6.10 | 1.33 | 3.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 11.15 | - | - | |
Japan (Government Of) 0% | JP1742521Q86 | 10.73 | - | - | |
United States Treasury Bills 0% | - | 6.21 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 6.03 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 5.75 | - | - |
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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