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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1035 | 1270 | 1247 | 1918 | 2824 |
Fund Return | 10.44% | 3.51% | 26.99% | 7.63% | 13.91% | 10.94% |
Place in category | 806 | 747 | 776 | 808 | 761 | 541 |
% in Category | 51 | 48 | 55 | 61 | 65 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax Exempt Bond S | 3.78B | -0.85 | -0.70 | 2.15 | ||
Russell Tax-Managed International E | 2.6B | 5.18 | -0.97 | - | ||
Russell US Strategic Equity S | 2.43B | 10.01 | 6.13 | 10.82 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.15B | 3.42 | -0.21 | 7.29 | ||
Russell Global Equity S | 864.41M | 9.28 | 5.94 | 9.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.52 | 432.68 | +1.12% | |
Apple | US0378331005 | 4.46 | 207.12 | +7.25% | |
Amazon.com | US0231351067 | 3.91 | 187.23 | +0.09% | |
NVIDIA | US67066G1040 | 3.25 | 120.91 | -0.72% | |
Alphabet C | US02079K1079 | 2.36 | 178.19 | +0.88% |
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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