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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1003 | 1141 | 996 | 1079 | 1254 |
Fund Return | 3.26% | 0.34% | 14.1% | -0.15% | 1.53% | 2.29% |
Place in category | 10 | 178 | 2 | 124 | 24 | 31 |
% in Category | 5 | 63 | 1 | 46 | 9 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.9B | 7.75 | 1.32 | 8.49 | ||
Delaware Emerging Markets Instl | 2.7B | 11.81 | -1.62 | 4.44 | ||
Delaware Small Cap Value Instl | 2.72B | 10.86 | 3.85 | 7.64 | ||
Optimum Large Cap Growth Instl | 2.07B | 23.46 | 4.11 | 13.13 | ||
Optimum Large Cap Value Instl | 1.88B | 15.22 | 6.84 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 73.76B | 1.40 | 0.26 | 2.27 | ||
Bridge Builder Municipal Bond | 15.64B | 1.69 | 0.23 | - | ||
American Funds Tax-Exempt Bond A | 11.98B | 2.00 | -0.13 | 2.28 | ||
Nuveen Intermediate Duration Muni | 6.94B | 1.81 | -0.10 | 2.31 | ||
American Funds Tax-Exempt Bond F2 | 5.83B | 2.15 | 0.05 | 2.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GDB DEBT RECOVERY AUTH OF COMWLTH PUERTO RICO 7.5% | - | 2.47 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.75% | - | 1.48 | - | - | |
TOBACCO SETTLEMENT FING CORP VA 0% | - | 1.35 | - | - | |
PUERTO RICO COMWLTH 0% | - | 1.29 | - | - | |
SALT LAKE CITY UTAH ARPT REV 5% | - | 1.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Neutral |
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