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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1091 | 1249 | 1259 | 1758 | 2446 |
Fund Return | 9.06% | 9.06% | 24.88% | 7.97% | 11.94% | 9.36% |
Place in category | 73 | 73 | 74 | 67 | 53 | 25 |
% in Category | 18 | 18 | 20 | 23 | 13 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 5.99B | 10.54 | 9.92 | 11.23 | ||
Russell Tax Exempt Bond S | 3.74B | 0.15 | 0.05 | 2.44 | ||
Russell Tax-Managed International E | 2.57B | 3.57 | 0.46 | - | ||
Russell US Strategic Equity S | 2.42B | 11.21 | 8.57 | 11.17 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.17B | 6.96 | 2.62 | 7.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.58B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.92B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth R | 53.74M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 291.37M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.17B | 7.05 | 4.94 | 3.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.80 | 413.54 | +1.69% | |
Alphabet C | US02079K1079 | 2.51 | 169.83 | +0.50% | |
Meta Platforms | US30303M1027 | 2.42 | 465.68 | +3.04% | |
Taiwan Semiconductor | US8740391003 | 2.09 | 142.83 | +0.90% | |
Amazon.com | US0231351067 | 1.90 | 188.70 | +1.34% |
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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