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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1016 | 1084 | 1007 | 1107 | 1397 |
Fund Return | 4.99% | 1.61% | 8.36% | 0.24% | 2.05% | 3.4% |
Place in category | 25 | 47 | 22 | 12 | 11 | 6 |
% in Category | 15 | 28 | 13 | 10 | 9 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 17.23B | 3.49 | 0.01 | 2.97 | ||
MainStay Tax-Free Bond I | 7.49B | 3.00 | -0.40 | 2.81 | ||
Wells Fargo Municipal Bond Inst | 4.59B | 3.54 | 0.16 | 2.70 | ||
Franklin Federal Tax-Free Income A | 4.31B | 4.70 | -0.29 | 2.17 | ||
BlackRock Strategic Muni Opps Instl | 3.83B | 4.90 | -0.58 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.62 | - | - | |
BUCKEYE OHIO TOB SETTLEMENT FING AUTH | - | 0.42 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.40 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.32 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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