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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1010 | 1070 | 981 | 1042 | 1271 |
Fund Return | 4.84% | 0.99% | 7.05% | -0.65% | 0.82% | 2.42% |
Place in category | 34 | 156 | 67 | 109 | 123 | 57 |
% in Category | 19 | 93 | 35 | 68 | 79 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.42B | 28.00 | 11.39 | 13.31 | ||
BlackRock Equity Dividend Instl | 9.94B | 17.13 | 10.20 | 9.85 | ||
BlackRock International Index Instl | 10.2B | 6.72 | 4.35 | 5.16 | ||
BlackRock International Index Inv A | 10.2B | 6.43 | 4.07 | 4.89 | ||
BlackRock International Index K | 10.2B | 6.77 | 4.41 | 5.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 17.23B | 3.49 | 0.01 | 2.97 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.51B | 4.99 | 0.24 | 3.40 | ||
MainStay Tax-Free Bond I | 7.46B | 3.00 | -0.40 | 2.81 | ||
Wells Fargo Municipal Bond Inst | 4.6B | 3.54 | 0.16 | 2.70 | ||
Franklin Federal Tax-Free Income A | 4.31B | 4.70 | -0.29 | 2.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO COMWLTH | - | 1.97 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.58 | - | - | |
SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV | - | 1.02 | - | - | |
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV | - | 1.01 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 0.89 | - | - |
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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