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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1007 | 1136 | 986 | 1059 | 1224 |
Fund Return | 3.06% | 0.73% | 13.62% | -0.48% | 1.16% | 2.04% |
Place in category | 28 | 16 | 47 | 55 | 45 | 76 |
% in Category | 14 | 7 | 26 | 35 | 30 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.19B | 8.40 | 4.65 | 5.45 | ||
Templeton Growth R | 52.04M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 286.5M | 6.83 | 4.60 | 4.33 | ||
Templeton Growth A | 7.95B | 6.54 | 4.28 | 3.99 | ||
Templeton Growth Adv | 191.58M | 6.78 | 4.55 | 4.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Long-Term Tax-Exempt Adm | 16.94B | 1.60 | -0.26 | 2.80 | ||
Vanguard High-Yield Tax-Exempt Adm | 14.29B | 3.12 | -0.00 | 3.24 | ||
MainStay Tax-Free Bond I | 7.58B | 1.28 | -0.61 | 2.63 | ||
Wells Fargo Municipal Bond Inst | 4.62B | 1.99 | -0.05 | 2.56 | ||
BlackRock Strategic Muni Opps Instl | 3.9B | 2.63 | -0.95 | 2.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5% | - | 0.73 | - | - | |
TENNERGY CORP TENN GAS REV 5.5% | - | 0.70 | - | - | |
SAN MATEO FOSTER CITY CALIF SCH DIST 0% | - | 0.62 | - | - | |
FLORIDA DEV FIN CORP REV 5.25% | - | 0.61 | - | - | |
MIAMI-DADE CNTY FLA EXPWY AUTH TOLL SYS REV 5% | - | 0.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Buy |
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