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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 989 | 1109 | 944 | 977 | 1131 |
Fund Return | 1.8% | -1.13% | 10.93% | -1.91% | -0.46% | 1.24% |
Place in category | 108 | 169 | 135 | 149 | 153 | 111 |
% in Category | 55 | 100 | 81 | 89 | 99 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.29B | 20.91 | 9.04 | 12.97 | ||
BlackRock Equity Dividend Instl | 10.59B | 12.18 | 6.69 | 9.54 | ||
BlackRock International Index Instl | 10.1B | 6.98 | 2.85 | 5.20 | ||
BlackRock International Index Inv A | 10.1B | 6.70 | 2.58 | 4.92 | ||
BlackRock International Index K | 10.1B | 6.97 | 2.87 | 5.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.94B | 1.60 | -0.26 | 2.80 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.29B | 3.12 | -0.00 | 3.24 | ||
MainStay Tax-Free Bond I | 7.58B | 1.28 | -0.61 | 2.63 | ||
Wells Fargo Municipal Bond Inst | 4.62B | 1.99 | -0.05 | 2.56 | ||
Franklin Federal Tax-Free Income A | 4.44B | 3.06 | -0.48 | 2.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills | - | 2.02 | - | - | |
PUERTO RICO COMWLTH | - | 1.92 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.57 | - | - | |
SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV | - | 1.01 | - | - | |
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV | - | 0.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Neutral |
Summary | Neutral | Strong Sell | Neutral |
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