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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1013 | 1089 | 1027 | 1212 | 1477 |
Fund Return | 1.3% | 1.3% | 8.94% | 0.89% | 3.91% | 3.98% |
Place in category | 520 | 473 | 501 | 473 | 592 | 443 |
% in Category | 69 | 61 | 66 | 70 | 92 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.13B | 6.12 | 6.41 | 10.77 | ||
Russell Tax Exempt Bond S | 3.76B | -0.66 | -0.51 | 2.26 | ||
Russell Tax-Managed International E | 2.62B | 1.43 | -1.10 | - | ||
Russell US Strategic Equity S | 2.43B | 6.05 | 4.98 | 10.64 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.17B | -0.28 | -1.21 | 6.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.52B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 30.38 | - | - | |
Russell Inv Investment Grade Bond Y | - | 17.56 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.77 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 8.02 | - | - | |
Russell Inv Strategic Bond Y | - | 5.36 | - | - |
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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