Please try another search
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 | 6.76B | 17.81 | 6.67 | 11.18 | ||
Russell Tax Exempt Bond S | 3.89B | 1.63 | 0.21 | 2.23 | ||
Russell Tax-Managed International E | 2.68B | 6.52 | 0.18 | - | ||
Russell US Strategic Equity S | 2.55B | 17.79 | 6.21 | 11.03 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.23B | 7.53 | 0.55 | 7.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.4B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 100.41B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.87B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.77B | 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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review