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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 984 | 1052 | 1096 | 1392 | 1325 |
Fund Return | 4.55% | -1.61% | 5.17% | 3.09% | 6.84% | 2.85% |
Place in category | 84 | 148 | 122 | 21 | 1 | 5 |
% in Category | 56 | 92 | 79 | 17 | 1 | 7 |
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% | |
---|---|---|---|---|---|---|
Berwyn Income | 247.64M | 1.67 | 2.29 | 3.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Marr Cfc - 34000 | - | 22.78 | - | - | |
United States Treasury Notes 0.375% | - | 21.55 | - | - | |
United States Treasury Notes 0.25% | - | 17.50 | - | - | |
2 Year Treasury Note Future Sept 25 | - | 7.54 | - | - | |
5 Year Treasury Note Future Sept 25 | - | 7.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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