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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 983 | 1030 | 954 | 1036 | 1236 |
Fund Return | -1.86% | -1.65% | 2.98% | -1.56% | 0.7% | 2.14% |
Place in category | 78 | 80 | 64 | 28 | 34 | 30 |
% in Category | 97 | 99 | 74 | 38 | 48 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard NY Long-Term Tax-Exempt Ad | 4.25B | -1.62 | -1.37 | 2.59 | ||
Oppenheimer Rochester Fund MuniciA | 3.51B | -1.46 | -1.78 | 4.09 | ||
Franklin NY Tax-Free Income A | 1.82B | -1.05 | -2.00 | 1.42 | ||
BlackRock NY Municipal Opps Instl | 1.2B | -0.32 | -0.30 | 2.86 | ||
BlackRock NY Municipal Opps Inv A | 1.2B | -0.52 | -0.58 | 2.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
METROPOLITAN TRANSN AUTH N Y REV 5% | - | 1.90 | - | - | |
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5% | - | 1.65 | - | - | |
NEW YORK N Y 5% | - | 1.65 | - | - | |
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% | - | 1.25 | - | - | |
LIBERTY N Y DEV CORP REV 5.25% | - | 1.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Neutral |
Technical Indicators | BUY | Strong Buy | Neutral |
Summary | Neutral | Strong Buy | Neutral |
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