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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 986 | 987 | 1029 | 966 | 1083 | 1333 |
Fund Return | -1.44% | -1.26% | 2.94% | -1.14% | 1.61% | 2.92% |
Place in category | 139 | 142 | 87 | 37 | 13 | 14 |
% in Category | 74 | 75 | 49 | 27 | 11 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard High-Yield Tax-Exempt Adm | 13.58B | -0.53 | -0.89 | 3.31 | ||
MainStay Tax-Free Bond I | 7.06B | -1.28 | -1.42 | 2.92 | ||
Franklin Federal Tax-Free Income A | 4.64B | -0.77 | -1.60 | 2.09 | ||
BlackRock Strategic Muni Opps Instl | 4B | -0.19 | -1.68 | 2.24 | ||
BlackRock Strategic Muni Opps Inv A | 4B | -0.26 | -1.86 | 2.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV | - | 0.39 | - | - | |
DENTON TEX INDPT SCH DIST | - | 0.38 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 0.31 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV | - | 0.29 | - | - | |
NEW MEXICO MUN ENERGY ACQUISITION AUTH GAS SUPPLY REV | - | 0.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Neutral |
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