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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1013 | 1063 | 1009 | 1083 | 1290 |
Fund Return | 3.72% | 1.33% | 6.35% | 0.29% | 1.61% | 2.58% |
Place in category | 52 | 22 | 43 | 84 | 43 | 15 |
% in Category | 18 | 9 | 15 | 34 | 19 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.68B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.57B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 94.52B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.39B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 75.3B | 2.78 | 0.50 | 2.41 | ||
Bridge Builder Municipal Bond | 15.86B | 3.02 | 0.39 | - | ||
American Funds Tax-Exempt Bond A | 11.9B | 3.55 | 0.11 | 2.42 | ||
Nuveen Intermediate Duration Muni | 7.04B | 3.12 | 0.06 | 2.43 | ||
Goldman Sachs Dynamic Municipal | 5.45B | 4.38 | 0.65 | 2.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 1.24 | - | - | |
DETROIT MICH SEW DISP REV 4.347% | - | 0.33 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV 5.25% | - | 0.32 | - | - | |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 5% | - | 0.30 | - | - | |
BROOKLYN ARENA LOC DEV CORP N Y PILOT REV 5% | - | 0.30 | - | - |
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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