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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 1079 | 1168 | 1887 | 2119 | 3764 |
Fund Return | 13.75% | 7.86% | 16.81% | 23.57% | 16.21% | 14.17% |
Place in category | 636 | 516 | 478 | 587 | 301 | 387 |
% in Category | 49 | 41 | 37 | 47 | 28 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.83B | 11.98 | 22.17 | 13.07 | ||
Russell Tax Exempt Bond S | 4.41B | 2.87 | 4.78 | 2.34 | ||
Russell Tax-Managed International E | 3.6B | 25.66 | 19.67 | 7.02 | ||
Russell US Strategic Equity S | 2.42B | 12.55 | 22.73 | 13.05 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.26B | 3.64 | 12.13 | 8.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.12 | 513.58 | +0.39% | |
NVIDIA | US67066G1040 | 5.65 | 183.22 | +0.78% | |
Apple | US0378331005 | 5.04 | 252.29 | +1.96% | |
Amazon.com | US0231351067 | 3.34 | 213.04 | -0.67% | |
Alphabet A | US02079K3059 | 2.58 | 253.30 | +0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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