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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1010 | 1020 | 1025 | 1038 | 1201 |
Fund Return | 0.64% | 0.96% | 2% | 0.83% | 0.75% | 1.85% |
Place in category | 34 | 17 | 210 | 92 | 113 | 75 |
% in Category | 13 | 10 | 70 | 36 | 48 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2.09B | 0.31 | 1.01 | 2.68 | ||
BNY Mellon Mid Cap Multi-Strategy M | 804.75M | 4.67 | 7.06 | 10.07 | ||
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 Interm-Term Tx-Ex Adm | 75.41B | 0.48 | 1.12 | 2.15 | ||
Bridge Builder Municipal Bond | 16.46B | 0.60 | 1.07 | - | ||
American Funds Tax-Exempt Bond A | 11.93B | 0.25 | 0.58 | 2.10 | ||
Nuveen Intermediate Duration Muni | 6.97B | 0.73 | 0.70 | 2.16 | ||
American Funds Tax-Exempt Bond F2 | 5.81B | 0.26 | 0.76 | 2.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MARICOPA CNTY ARIZ INDL DEV AUTH REV 5% | - | 1.02 | - | - | |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4% | - | 0.93 | - | - | |
RHODE ISLAND ST 5% | - | 0.90 | - | - | |
NEW YORK LIBERTY DEV CORP LIBERTY REV 5% | - | 0.89 | - | - | |
ILLINOIS ST SALES TAX REV 5% | - | 0.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Sell | Sell | Neutral |
Summary | Sell | Sell | Neutral |
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