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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1065 | 1096 | 1488 | 1866 | 2533 |
Fund Return | 9.55% | 6.49% | 9.55% | 14.17% | 13.28% | 9.74% |
Place in category | 752 | 1189 | 752 | 51 | 170 | 92 |
% in Category | 64 | 94 | 64 | 5 | 20 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.94B | -0.11 | -0.95 | 2.82 | ||
BNY Mellon Natl Interm Muni Bd M | 1.81B | -1.66 | -1.11 | 1.84 | ||
BNY Mellon Mid Cap Multi-Strategy M | 1.14B | 4.29 | 1.81 | 9.24 | ||
BNY Mellon Asset Allocation M | 431.98M | 5.77 | 2.94 | 6.70 | ||
BNY Mellon Natl Short Term Muni Bd | 370.63M | 0.13 | 0.28 | 0.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.29 | 193.78 | +0.06% | |
Medtronic | IE00BTN1Y115 | 4.04 | 81.04 | -0.76% | |
AbbVie | US00287Y1091 | 3.78 | 168.59 | +1.22% | |
Assurant | US04621X1081 | 3.14 | 165.54 | -1.53% | |
Becton Dickinson | US0758871091 | 3.09 | 233.73 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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