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YTD | 3B | 1T | 3T | 5T | 10T | |
---|---|---|---|---|---|---|
Pertumbuhan sebanyak 1000 | 1173 | 1063 | 1248 | 1226 | 1902 | 2805 |
Pulangan Dana | 17.32% | 6.32% | 24.83% | 7.02% | 13.72% | 10.86% |
Tempat dalam kategori | 875 | 982 | 870 | 904 | 812 | 631 |
% dalam Kategori | 58 | 68 | 59 | 70 | 68 | 70 |
Nama | Penarafan | Jumlah Aset | YTD% | 3T% | 10T% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.21B | 17.53 | 7.29 | 11.14 | ||
Russell Tax Exempt Bond S | 3.83B | 1.89 | -0.00 | 2.31 | ||
Russell Tax-Managed International E | 2.63B | 8.94 | 0.61 | - | ||
Russell US Strategic Equity S | 2.4B | 16.52 | 6.29 | 10.99 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.18B | 8.38 | 0.92 | 7.40 |
Nama | Penarafan | Jumlah Aset | YTD% | 3T% | 10T% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 682.25B | 15.67 | 7.97 | - | ||
Fidelity 500 Index Institutional Pr | 568.29B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 530.69B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 387.96B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 182.04B | 19.51 | 9.36 | - |
Nama | ISIN | Kesan peratusan % | Akhir | Perubahan % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.45 | 401.70 | -1.64% | |
Apple | US0378331005 | 6.07 | 220.82 | -0.70% | |
NVIDIA | US67066G1040 | 4.97 | 102.83 | -4.09% | |
Amazon.com | US0231351067 | 3.85 | 171.39 | -3.65% | |
Alphabet C | US02079K1079 | 2.28 | 152.13 | -4.08% |
Jenis | Harian | Mingguan | Bulanan |
---|---|---|---|
Purata Pergerakan | Neutral | Beli | Beli |
Petunjuk Teknikal | Jual Kuat | Beli Kuat | Beli Kuat |
Ringkasan | Jual | Beli Kuat | Beli Kuat |
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