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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 991 | 1020 | 1009 | 1050 | 1155 |
Fund Return | 1.98% | -0.86% | 1.98% | 0.31% | 0.99% | 1.45% |
Place in category | 188 | 216 | 188 | 171 | 131 | 42 |
% in Category | 82 | 96 | 82 | 85 | 69 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.48B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.08B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.58B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.96B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Ltd-Term Tx-Ex Adm | 29.54B | 2.72 | 1.31 | 1.69 | ||
Vanguard Short-Term Tx-Ex Adm | 14.18B | 3.20 | 2.12 | 1.47 | ||
AB Diversified Municipal | 4.83B | 2.24 | 0.39 | 1.78 | ||
AB Intermediate Diversified Muni A | 4.83B | 2.05 | 0.21 | 1.56 | ||
AB Intermediate Diversified Muni Ad | 4.83B | 2.31 | 0.47 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5% | - | 0.75 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 4% | - | 0.72 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4% | - | 0.60 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5% | - | 0.56 | - | - | |
United States Treasury Bills 0% | - | 0.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Neutral |
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