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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1025 | 1061 | 1028 | 1075 | - |
Fund Return | 2.13% | 2.53% | 6.09% | 0.92% | 1.46% | - |
Place in category | 128 | 278 | 145 | 5 | 25 | - |
% in Category | 42 | 92 | 47 | 3 | 9 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gurtin California Muni Oppc Val Ins | 273.11M | 2.02 | 1.64 | - | ||
Gurtin National Muni Interm Val Ins | 105.37M | 1.51 | -0.03 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 72.85B | 1.76 | 0.09 | 2.37 | ||
Bridge Builder Municipal Bond | 15.34B | 2.04 | 0.04 | - | ||
American Funds Tax-Exempt Bond A | 12.02B | 2.23 | -0.36 | 2.39 | ||
Nuveen Intermediate Duration Muni | 6.99B | 2.88 | 0.01 | 2.48 | ||
American Funds Tax-Exempt Bond F2 | 5.74B | 2.36 | -0.18 | 2.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UNIV CALIF REGTS MED CTR POOLED REV 5% | - | 2.01 | - | - | |
CHICAGO ILL O HARE INTL ARPT REV 5% | - | 1.84 | - | - | |
MIAMI-DADE CNTY FLA AVIATION REV 5% | - | 1.78 | - | - | |
MAINE HEALTH & HIGHER EDL FACS AUTH REV 5.5% | - | 1.74 | - | - | |
TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5% | - | 1.71 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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