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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1003 | 1003 | 1038 | 979 | 1065 | 1282 |
Fund Return | 0.26% | 0.26% | 3.81% | -0.7% | 1.27% | 2.52% |
Place in category | 106 | 106 | 102 | 187 | 149 | 36 |
% in Category | 31 | 31 | 33 | 74 | 64 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.09B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.34B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 9.85B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 9.85B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 9.85B | 5.85 | 5.01 | 4.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.96B | 0.01 | 0.05 | 2.53 | ||
Bridge Builder Municipal Bond | 14.21B | 0.11 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.68B | -0.03 | -0.42 | 2.58 | ||
Nuveen Intermediate Duration Muni | 6.54B | 0.43 | -0.12 | 2.58 | ||
American Funds Tax-Exempt Bond F2 | 5.59B | 0.02 | -0.24 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.48 | - | - | |
MASSACHUSETTS ST | - | 1.39 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.31 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.29 | - | - | |
SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA | - | 1.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Buy | Strong Sell | Neutral |
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