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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1030 | 1071 | 994 | 1069 | 1288 |
Fund Return | 2.81% | 2.96% | 7.1% | -0.19% | 1.34% | 2.56% |
Place in category | 35 | 136 | 33 | 89 | 34 | 17 |
% in Category | 13 | 51 | 11 | 35 | 15 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.17B | 3.11 | 0.16 | 2.91 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.32B | 12.16 | 0.22 | 5.80 | ||
Goldman Sachs Emerging Markets Eq I | 1.95B | 10.73 | -8.51 | 3.54 | ||
Goldman Sachs Dynamic Municipal Ini | 1.85B | 3.05 | 0.08 | 2.82 | ||
Goldman Sachs US Eq Div and Prem In | 1.49B | 16.22 | 8.11 | 10.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 71.6B | 1.76 | 0.09 | 2.37 | ||
Bridge Builder Municipal Bond | 15.21B | 2.04 | 0.04 | - | ||
American Funds Tax-Exempt Bond A | 11.77B | 2.23 | -0.36 | 2.39 | ||
Nuveen Intermediate Duration Muni | 6.81B | 2.88 | 0.01 | 2.48 | ||
American Funds Tax-Exempt Bond F2 | 5.65B | 2.36 | -0.18 | 2.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 1.60 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 4.38% | - | 0.78 | - | - | |
DETROIT MICH 4% | - | 0.44 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 0.43 | - | - | |
MASSACHUSETTS ST 5% | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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