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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1092 | 1148 | 1267 | 1503 | 2441 |
Fund Return | 9.23% | 9.23% | 14.82% | 8.2% | 8.5% | 9.33% |
Place in category | 534 | 534 | 1051 | 754 | 942 | 302 |
% in Category | 41 | 41 | 86 | 65 | 88 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.63B | 4.09 | 1.65 | 4.81 | ||
SEI S&P 500 Index A (SIIT) | 4.28B | 10.51 | 11.41 | 12.90 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.55B | 9.18 | 9.59 | 10.50 | ||
SEI International Equity F (SIT) | 3.55B | 4.83 | 3.18 | 4.57 | ||
SEI Global Managed Volatility A (SI | 2.03B | 7.41 | 8.13 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 49.84B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 46.48B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.75B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 34.84B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amdocs | GB0022569080 | 2.23 | 85.91 | +1.01% | |
Bristol-Myers Squibb Co | - | 2.00 | - | - | |
Verizon Communications Inc | - | 1.65 | - | - | |
International Business Machines Corp | - | 1.60 | - | - | |
CVS Health Corp | - | 1.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | BUY | BUY | Strong Sell |
Summary | Buy | Neutral | Strong Sell |
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