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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 995 | 1043 | 977 | 1087 | 1339 |
Fund Return | -0.33% | -0.53% | 4.35% | -0.77% | 1.68% | 2.96% |
Place in category | 40 | 99 | 4 | 92 | 17 | 2 |
% in Category | 12 | 31 | 2 | 37 | 10 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Natl Interm Muni Bd M | 1.8B | -1.13 | -0.82 | 1.99 | ||
BNY Mellon Mid Cap Multi-Strategy M | 1.18B | 2.55 | 1.41 | 9.21 | ||
BNY Mellon Asset Allocation M | 432.75M | 2.27 | 2.00 | 6.52 | ||
BNY Mellon Natl Short Term Muni Bd | 368.97M | -0.01 | 0.23 | 0.87 | ||
BNY Mellon Small Cap Multi-Strategy | 323.97M | -3.84 | -5.18 | 7.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.38B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.22B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.6B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.55B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CLIFTON TEX HIGHER ED FIN CORP ED REV 6.125% | - | 0.94 | - | - | |
INTERMOUNTAIN PWR AGY UTAH PWR SUPPLY REV 5% | - | 0.85 | - | - | |
PUERTO RICO COMWLTH AQUEDUCT & SWR AUTH REV 5% | - | 0.81 | - | - | |
United States Treasury Notes 2.125% | - | 0.76 | - | - | |
AUSTIN TEX ARPT SYS REV 5% | - | 0.68 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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