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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1039 | 1281 | 1313 | 2076 | 3285 |
Fund Return | 11.25% | 3.9% | 28.1% | 9.5% | 15.73% | 12.63% |
Place in category | 526 | 468 | 544 | 283 | 247 | 89 |
% in Category | 32 | 28 | 37 | 22 | 22 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.57B | 6.14 | 0.36 | 4.73 | ||
SEI International Equity F (SIT) | 3.51B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.6B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2B | 7.41 | 6.27 | - | ||
SEI Large Cap Index A (SIIT) | 1.88B | 10.56 | 8.43 | 12.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 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 | 6.72 | 442.57 | +0.22% | |
Apple | US0378331005 | 6.08 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 5.90 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 3.52 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 2.24 | 504.16 | +0.11% |
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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