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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1034 | 1073 | 1167 | 1287 | 1189 |
Fund Return | 4.11% | 3.38% | 7.27% | 5.29% | 5.18% | 1.75% |
Place in category | 2 | 1 | 4 | 1 | 1 | 22 |
% in Category | 3 | 1 | 7 | 1 | 1 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.7B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.33B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.61B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2.03B | 7.41 | 6.27 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Berwyn Income | 276.15M | 2.75 | 0.47 | 2.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 0.375% | - | 31.13 | - | - | |
Marr Cfc - 34000 | - | 28.06 | - | - | |
United States Treasury Notes 0.75% | - | 18.53 | - | - | |
United States Treasury Notes 0.125% | - | 16.30 | - | - | |
5 Year Treasury Note Future Sept 24 | - | 6.98 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Sell | BUY | BUY |
Summary | Sell | Neutral | Neutral |
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