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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 1037 | 1063 | 988 | 1150 | 1460 |
Fund Return | 0.07% | 3.66% | 6.34% | -0.39% | 2.84% | 3.85% |
Place in category | 190 | 130 | 220 | 185 | 81 | 8 |
% in Category | 52 | 28 | 58 | 61 | 32 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
Nuveen Limited Term Municipal BondI | 4.33B | 0.20 | 0.26 | 1.70 | ||
Nuveen Preferred Securities I | 3.39B | 4.00 | 0.47 | 4.37 | ||
Nuveen Santa Barbara Dividend GrowI | 2.45B | 5.59 | 7.71 | 10.61 | ||
Nuveen All-American Municipal BondA | 2.06B | -0.12 | -3.38 | 2.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Div Inc Instl | 1.39B | 1.49 | 0.27 | 3.16 | ||
Principal Global Div Inc A | 998.4M | 1.25 | -0.10 | 2.82 | ||
Nuveen NWQ Flexible Income I | 716.59M | 1.86 | -0.36 | 3.87 | ||
Principal Global Div Inc C | 148.56M | 0.31 | 0.64 | 2.63 | ||
API Multi-Asset Income Institutiona | 159.51M | 1.54 | -0.75 | 2.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T Inc 6.81% | - | 2.53 | - | - | |
Sprint LLC 7.13% | - | 2.38 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 2.30 | - | - | |
JPMorgan Chase & Co DR | - | 2.15 | - | - | |
Citigroup Inc. 6.25% | - | 2.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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