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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 989 | 1017 | 965 | 1023 | 1197 |
Fund Return | 1.72% | -1.05% | 1.72% | -1.17% | 0.46% | 1.82% |
Place in category | 171 | 165 | 171 | 224 | 192 | 97 |
% in Category | 59 | 60 | 59 | 90 | 81 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.82B | 24.94 | 8.90 | 13.07 | ||
BlackRock International Index Instl | 10.87B | 3.68 | 1.73 | 5.28 | ||
BlackRock International Index Inv A | 10.87B | 3.39 | 1.48 | 5.02 | ||
BlackRock International Index K | 10.87B | 3.73 | 1.80 | 5.34 | ||
BlackRock Equity Dividend Instl | 10.31B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 74.83B | 1.78 | 0.14 | 2.25 | ||
Bridge Builder Municipal Bond | 16.13B | 2.08 | 0.07 | - | ||
American Funds Tax-Exempt Bond A | 11.87B | 2.30 | -0.35 | 2.23 | ||
Nuveen Intermediate Duration Muni | 6.89B | 1.90 | -0.32 | 2.27 | ||
American Funds Tax-Exempt Bond F2 | 5.76B | 2.49 | -0.17 | 2.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.77 | - | - | |
PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV | - | 1.42 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.39 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV | - | 1.38 | - | - | |
SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA | - | 1.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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