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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 | 1157 | 1066 | 1278 | 1217 | 1508 | 1918 |
Fund Return | 15.69% | 6.6% | 27.78% | 6.75% | 8.57% | 6.73% |
Place in category | 55 | 72 | 72 | 63 | 187 | 171 |
% in Category | 16 | 21 | 18 | 19 | 68 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.77B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.89B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.72B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.56B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.25B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 79.45B | 11.98 | 5.29 | 6.88 | ||
Vanguard LifeStrategy Growth Inv | 22.59B | 12.37 | 3.70 | 7.94 | ||
American Funds Income Fund of A R6 | 21.93B | 12.28 | 5.62 | 7.19 | ||
American Funds Income Fund of Ame | 14.28B | 12.21 | 5.52 | 7.08 | ||
American Funds Growth and Inc A | 12.57B | 13.49 | 4.83 | 8.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 29.02 | - | - | |
Russell Inv Multifactor US Equity Y | - | 20.10 | - | - | |
Russell Inv US Strategic Equity Y | - | 10.55 | - | - | |
Russell Inv Multifactor Intl Eq Y | - | 9.97 | - | - | |
Russell Inv Multi-Asset Growth Strat Y | - | 7.99 | - | - |
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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