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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1006 | 1029 | 1041 | 1036 | 1225 |
Fund Return | 1.63% | 0.63% | 2.88% | 1.36% | 0.71% | 2.05% |
Place in category | 57 | 21 | 208 | 88 | 115 | 75 |
% in Category | 23 | 13 | 71 | 34 | 49 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2.08B | 1.38 | 1.64 | 2.87 | ||
BNY Mellon Mid Cap Multi-Strategy M | 687.65M | 1.32 | 6.23 | 9.08 | ||
BNY Mellon Asset Allocation M | 417.09M | 1.67 | 5.79 | 6.99 | ||
BNY Mellon Natl Short Term Muni Bd | 338.1M | 0.98 | 2.02 | 1.20 | ||
BNY Mellon Small Cap Multi-Strategy | 205.17M | -0.35 | 1.42 | 7.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 76.54B | 1.49 | 1.59 | 2.35 | ||
Bridge Builder Municipal Bond | 16.64B | 1.58 | 1.57 | - | ||
American Funds Tax-Exempt Bond A | 11.91B | 1.29 | 1.08 | 2.29 | ||
Nuveen Intermediate Duration Muni | 7.03B | 2.03 | 1.33 | 2.40 | ||
Goldman Sachs Dynamic Municipal | 5.99B | 1.38 | 1.76 | 2.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 1.29 | - | - | |
MARICOPA CNTY ARIZ INDL DEV AUTH REV 5% | - | 1.03 | - | - | |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4% | - | 0.94 | - | - | |
RHODE ISLAND ST 5% | - | 0.91 | - | - | |
NEW YORK LIBERTY DEV CORP LIBERTY REV 5% | - | 0.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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