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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1037 | 1062 | 967 | 1192 | - |
Fund Return | 1.43% | 3.65% | 6.25% | -1.1% | 3.58% | - |
Place in category | 577 | 329 | 522 | 589 | 582 | - |
% in Category | 77 | 37 | 77 | 85 | 89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.16B | 6.12 | 6.41 | 10.77 | ||
Russell Tax Exempt Bond S | 3.77B | -0.66 | -0.51 | 2.26 | ||
Russell US Strategic Equity S | 2.45B | 6.05 | 4.98 | 10.64 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.19B | -0.28 | -1.21 | 6.93 | ||
Russell Global Equity S | 875.84M | 4.96 | 5.12 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 1.95 | 0.19 | 4.07 | ||
Fidelity International Index Inst | 48.57B | 2.55 | 2.86 | 4.45 | ||
Fidelity Series Global ex US Index | 44.6B | 2.31 | 0.29 | 3.89 | ||
Vanguard Total Intl Stock Index I | 39.57B | 1.98 | 0.22 | 4.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 1.87 | 835.00 | 0% | |
Samsung Electronics Co | KR7005930003 | 1.51 | 78,900 | +1.94% | |
Tencent Holdings | KYG875721634 | 1.40 | 395.00 | 0.00% | |
Shell | GB00BP6MXD84 | 1.32 | 32.92 | +0.06% | |
Novo Nordisk B | DK0062498333 | 1.26 | 903.3 | -1.05% |
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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