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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1029 | 1079 | 1043 | 1344 | 1518 |
Fund Return | 2.5% | 2.94% | 7.94% | 1.42% | 6.08% | 4.26% |
Place in category | 354 | 450 | 401 | 288 | 211 | 174 |
% in Category | 45 | 56 | 59 | 49 | 33 | 46 |
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 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 | - | ||
SEI Large Cap Index A (SIIT) | 1.9B | 5.60 | 6.95 | 12.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 1.95 | 0.19 | 4.07 | ||
Fidelity International Index Inst | 48.57B | 2.55 | 2.86 | 4.45 | ||
Fidelity Series Global ex US Index | 44.6B | 2.31 | 0.29 | 3.89 | ||
Vanguard Total Intl Stock Index I | 39.57B | 1.98 | 0.22 | 4.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.24 | 903.3 | -1.05% | |
Roche Holding Participation | CH0012032048 | 2.03 | 237.10 | +0.98% | |
Shell | GB00BP6MXD84 | 1.38 | 32.90 | -0.66% | |
Reckitt Benckiser | GB00B24CGK77 | 1.22 | 4,593.0 | -0.54% | |
Sanofi | FR0000120578 | 1.06 | 89.17 | -1.19% |
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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