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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1069 | 1194 | 1227 | 1662 | 2611 |
Fund Return | 4.67% | 6.91% | 19.36% | 7.06% | 10.7% | 10.07% |
Place in category | 101 | 63 | 221 | 246 | 203 | 69 |
% in Category | 22 | 17 | 56 | 68 | 65 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2.09B | 0.31 | 1.01 | 2.68 | ||
BNY Mellon Natl Interm Muni Bd M | 1.62B | 0.64 | 0.83 | 1.85 | ||
BNY Mellon Asset Allocation M | 436.68M | 2.62 | 5.54 | 7.49 | ||
BNY Mellon Natl Short Term Muni Bd | 342.35M | 0.54 | 1.76 | 1.14 | ||
BNY Mellon Small Cap Multi-Strategy | 247.78M | 8.93 | -0.94 | 7.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 4.23 | 7.97 | 10.26 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Axon Enterprise | US05464C1018 | 1.17 | 593.42 | -16.42% | |
iShares Russell Mid-Cap Growth | US4642874816 | 1.11 | 137.53 | -1.48% | |
HubSpot Inc | US4435731009 | 1.02 | 770.95 | -4.03% | |
Amphenol | US0320951017 | 1.02 | 69.81 | +1.13% | |
Burlington Stores | US1220171060 | 0.93 | 242.10 | -1.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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