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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1100 | 1390 | 1556 | 2088 | 3201 |
Fund Return | 16.14% | 10% | 39.04% | 15.88% | 15.87% | 12.34% |
Place in category | 389 | 48 | 940 | 819 | 674 | 637 |
% in Category | 29 | 4 | 69 | 69 | 64 | 79 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 577.55B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 421.1B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 204.82B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.87 | - | - | |
Apple Inc | - | 6.79 | - | - | |
Amazon.com Inc | - | 4.39 | - | - | |
Facebook Inc Class A | - | 3.38 | - | - | |
Alphabet Inc Class A | - | 2.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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