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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1041 | 1228 | 1223 | 1828 | 3133 |
Fund Return | 5.6% | 4.15% | 22.82% | 6.95% | 12.82% | 12.1% |
Place in category | 821 | 710 | 505 | 639 | 365 | 180 |
% in Category | 51 | 46 | 33 | 48 | 34 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.87B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.66B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.63B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.06B | 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 | 6.04 | 420.21 | -0.19% | |
Apple | US0378331005 | 5.18 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 4.28 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 3.29 | 184.70 | +0.58% | |
Alphabet A | US02079K3059 | 2.01 | 176.06 | +1.08% |
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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