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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1011 | 1037 | 988 | 1004 | 1214 |
Fund Return | 0.57% | 1.06% | 3.68% | -0.41% | 0.07% | 1.96% |
Place in category | 7 | 11 | 24 | 120 | 121 | 61 |
% in Category | 5 | 5 | 13 | 72 | 75 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.47B | 2.78 | 11.86 | 13.73 | ||
BlackRock International Index Instl | 10.91B | 4.92 | 4.71 | 5.71 | ||
BlackRock International Index Inv A | 10.91B | 4.89 | 4.45 | 5.44 | ||
BlackRock International Index K | 10.91B | 4.91 | 4.77 | 5.76 | ||
BlackRock Equity Dividend Instl | 10.26B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.81B | 0.20 | 0.44 | 2.56 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.39B | 0.33 | 0.68 | 2.99 | ||
MainStay Tax-Free Bond I | 7.47B | 0.22 | 0.06 | 2.45 | ||
Wells Fargo Municipal Bond Inst | 4.62B | 0.06 | 0.65 | 2.39 | ||
Franklin Federal Tax-Free Income A | 4.25B | 0.22 | 0.16 | 1.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO COMWLTH | - | 1.88 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.56 | - | - | |
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV | - | 1.04 | - | - | |
SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV | - | 1.01 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 0.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Neutral | Sell |
Summary | Strong Buy | Neutral | Sell |
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