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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1027 | 1053 | 989 | 1046 | 1218 |
Fund Return | 1.41% | 2.69% | 5.25% | -0.38% | 0.91% | 1.99% |
Place in category | 228 | 249 | 240 | 135 | 136 | 87 |
% in Category | 72 | 83 | 78 | 51 | 57 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.4B | 10.82 | 6.29 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 31.58B | 24.82 | 3.97 | 14.21 | ||
T. Rowe Price Blue Chip Growth I | 28.65B | 24.92 | 4.10 | - | ||
T. Rowe Price Capital AppreciationI | 28.86B | 10.91 | 6.43 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.7B | 22.56 | 5.40 | 15.69 |
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 | 15.4B | 2.04 | 0.04 | - | ||
American Funds Tax-Exempt Bond A | 12.04B | 2.23 | -0.36 | 2.39 | ||
Nuveen Intermediate Duration Muni | 6.99B | 2.88 | 0.01 | 2.48 | ||
American Funds Tax-Exempt Bond F2 | 5.76B | 2.36 | -0.18 | 2.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO COMWLTH 5.75% | - | 1.03 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 0.66 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | - | 0.60 | - | - | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.60 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS SUPPLY REV 4% | - | 0.56 | - | - |
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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