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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1111 | 1155 | 1707 | 2122 | 3485 |
Fund Return | 6.03% | 11.05% | 15.53% | 19.52% | 16.24% | 13.3% |
Place in category | 592 | 510 | 269 | 334 | 381 | 140 |
% in Category | 43 | 36 | 20 | 27 | 34 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.52B | 17.30 | 14.97 | 6.67 | ||
SEI S&P 500 Index A (SIIT) | 4.51B | 6.20 | 19.64 | 13.58 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.61B | 6.52 | 14.95 | 10.58 | ||
SEI International Equity F (SIT) | 3.21B | 22.78 | 17.94 | 6.86 | ||
SEI Global Managed Volatility A (SI | 1.74B | 10.85 | 12.98 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.27 | 173.50 | -0.14% | |
Microsoft | US5949181045 | 6.26 | 513.71 | +0.55% | |
Apple | US0378331005 | 5.13 | 213.88 | +0.06% | |
Amazon.com | US0231351067 | 3.58 | 231.44 | -0.34% | |
Meta Platforms | US30303M1027 | 2.74 | 712.68 | -0.30% |
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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