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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 1001 | 1040 | 1001 | 1089 | 1273 |
Fund Return | 0.15% | 0.15% | 3.95% | 0.05% | 1.71% | 2.44% |
Place in category | 149 | 149 | 83 | 54 | 49 | 45 |
% in Category | 45 | 45 | 25 | 22 | 24 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 5.9B | 10.54 | 9.92 | 11.23 | ||
Russell Tax-Managed International E | 2.5B | 3.57 | 0.46 | - | ||
Russell US Strategic Equity S | 2.39B | 11.21 | 8.57 | 11.17 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.14B | 6.96 | 2.62 | 7.37 | ||
Russell Global Equity S | 846.22M | 9.06 | 7.97 | 9.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.08B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.6B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.61B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.56B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5.2644% | - | 0.69 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 0.69 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 0.768% | - | 0.63 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 2.85% | - | 0.46 | - | - | |
ILLINOIS FIN AUTH REV 4.25% | - | 0.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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