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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1041 | 1195 | 1162 | 1620 | 2546 |
Fund Return | 5.83% | 4.14% | 19.54% | 5.14% | 10.13% | 9.8% |
Place in category | 732 | 717 | 954 | 1051 | 1002 | 738 |
% in Category | 45 | 47 | 65 | 79 | 83 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.67B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.34B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.58B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.54B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.02B | 4.35 | 6.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.86 | 415.13 | +0.23% | |
Apple | US0378331005 | 2.91 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 2.25 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.05 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 1.85 | 466.83 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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