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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 994 | 1022 | 1012 | 1047 | 1143 |
Fund Return | 2.2% | -0.57% | 2.2% | 0.39% | 0.92% | 1.35% |
Place in category | 164 | 184 | 164 | 164 | 140 | 54 |
% in Category | 72 | 83 | 72 | 81 | 73 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 109.64B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 93.12B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 87.3B | 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 | 29.66B | 2.72 | 1.31 | 1.69 | ||
Vanguard Short-Term Tx-Ex Adm | 14.04B | 3.20 | 2.12 | 1.47 | ||
AB Diversified Municipal | 4.85B | 2.24 | 0.39 | 1.78 | ||
AB Intermediate Diversified Muni A | 4.85B | 2.05 | 0.21 | 1.56 | ||
AB Intermediate Diversified Muni Ad | 4.85B | 2.31 | 0.47 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Ltd-Term Tx-Ex Bd R-6 | - | 40.00 | - | - | |
Capital Group Short Dur Muncpl Inc ETF | - | 30.01 | - | - | |
Amer Fds Short-Term Tax Exempt Bd | - | 29.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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