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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1117 | 1060 | 1218 | 1101 | 1273 | 1507 |
Fund Return | 11.68% | 5.97% | 21.79% | 3.25% | 4.95% | 4.18% |
Place in category | 478 | 261 | 464 | 562 | 601 | 469 |
% in Category | 62 | 32 | 61 | 83 | 93 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.74B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.91B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.68B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.54B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.56B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 30.25 | - | - | |
Russell Inv Investment Grade Bond Y | - | 17.73 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.68 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 8.00 | - | - | |
Russell Inv Strategic Bond Y | - | 5.42 | - | - |
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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