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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1027 | 1155 | 1194 | 1681 | 2588 |
Fund Return | 3.82% | 2.74% | 15.5% | 6.08% | 10.95% | 9.98% |
Place in category | 1171 | 1210 | 1171 | 902 | 873 | 709 |
% in Category | 77 | 79 | 81 | 68 | 71 | 80 |
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 Global Managed Volatility A (SI | 2.06B | 4.35 | 6.42 | - | ||
SEI Large Cap Index A (SIIT) | 1.9B | 5.60 | 6.95 | 12.10 |
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 | 4.68 | 427.86 | +0.59% | |
Apple | US0378331005 | 3.35 | 191.79 | +0.39% | |
Alphabet A | US02079K3059 | 2.11 | 176.88 | -0.02% | |
Alphabet C | US02079K1079 | 1.86 | 178.29 | -0.10% | |
JPMorgan | US46625H1005 | 1.84 | 197.98 | +1.23% |
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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