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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 987 | 987 | 1029 | 976 | 1057 | 1230 |
Fund Return | -1.35% | -1.32% | 2.86% | -0.81% | 1.12% | 2.09% |
Place in category | 216 | 225 | 181 | 71 | 65 | 46 |
% in Category | 71 | 73 | 57 | 28 | 29 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.5B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.76B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.62B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.61B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.35 | - | - | |
SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV | - | 0.33 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 0.24 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.24 | - | - | |
CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV | - | 0.24 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Neutral |
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