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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1111 | 1304 | 1407 | 1938 | 3064 |
Fund Return | 11.11% | 11.11% | 30.41% | 12.05% | 14.15% | 11.85% |
Place in category | 462 | 462 | 411 | 181 | 546 | 390 |
% in Category | 28 | 28 | 26 | 15 | 49 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.45B | 4.09 | 1.65 | 4.81 | ||
SEI S&P 500 Index A (SIIT) | 4.16B | 10.51 | 11.41 | 12.90 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.47B | 9.18 | 9.59 | 10.50 | ||
SEI International Equity F (SIT) | 3.5B | 4.83 | 3.18 | 4.57 | ||
SEI Global Managed Volatility A (SI | 2.01B | 7.41 | 8.13 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.77 | - | - | |
Apple Inc | - | 4.05 | - | - | |
NVIDIA Corp | - | 2.10 | - | - | |
Meta Platforms Inc Class A | - | 2.08 | - | - | |
United States Treasury Bills 0% | - | 1.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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