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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1232 | 1078 | 1272 | 1493 | 1851 | 2796 |
Fund Return | 23.18% | 7.81% | 27.22% | 14.3% | 13.1% | 10.83% |
Place in category | 415 | 142 | 640 | 32 | 160 | 85 |
% in Category | 34 | 13 | 57 | 3 | 19 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2.04B | 3.29 | -0.04 | 2.77 | ||
BNY Mellon Natl Interm Muni Bd M | 1.63B | 1.19 | -0.30 | 1.94 | ||
BNY Mellon Mid Cap Multi-Strategy M | 830.69M | 12.69 | 2.72 | 9.30 | ||
BNY Mellon Asset Allocation M | 419.61M | 13.38 | 3.07 | 7.14 | ||
BNY Mellon Natl Short Term Muni Bd | 344M | 2.81 | 1.19 | 1.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 55.74B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 51B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 40.03B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 39.97B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.73 | 21.69 | -2.21% | |
Cisco | US17275R1023 | 4.34 | 58.74 | -0.78% | |
Medtronic | IE00BTN1Y115 | 3.91 | 80.66 | -2.44% | |
L3Harris Technologies | US5024311095 | 3.29 | 208.28 | +0.55% | |
Bank of America | US0605051046 | 2.82 | 45.11 | -2.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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