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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1043 | 1112 | 1271 | 1543 | 2450 |
Fund Return | 6.75% | 4.29% | 11.25% | 8.33% | 9.06% | 9.38% |
Place in category | 146 | 574 | 892 | 132 | 546 | 174 |
% in Category | 12 | 41 | 74 | 13 | 54 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.87B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.65B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.63B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.07B | 4.35 | 6.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.54B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.38 | 420.21 | -0.19% | |
Motorola | US6200763075 | 3.35 | 367.72 | +0.36% | |
Progressive | US7433151039 | 3.32 | 209.24 | +1.08% | |
Republic Services | US7607591002 | 3.16 | 188.25 | +0.29% | |
Eli Lilly | US5324571083 | 3.15 | 770.09 | -0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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