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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1023 | 1179 | 1238 | 1506 | 2270 |
Fund Return | 4.21% | 2.29% | 17.88% | 7.39% | 8.53% | 8.55% |
Place in category | 627 | 915 | 680 | 717 | 890 | 624 |
% in Category | 46 | 76 | 58 | 67 | 85 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.97B | 1.90 | -0.32 | 2.27 | ||
Nuveen Limited Term Municipal BondI | 4.13B | 1.54 | 0.49 | 1.75 | ||
Nuveen Preferred Securities I | 3.69B | 9.58 | 1.61 | 4.72 | ||
Nuveen Santa Barbara Dividend GrowI | 2.59B | 17.54 | 6.96 | 10.90 | ||
Nuveen All-American Municipal BondA | 2.06B | 2.55 | -2.96 | 2.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.85B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 2.89 | 530.04 | -1.81% | |
Wells Fargo&Co | US9497461015 | 2.67 | 81.42 | +1.71% | |
Citigroup | US1729674242 | 2.45 | 82.33 | +3.61% | |
AT&T | US00206R1023 | 2.44 | 24.45 | -0.08% | |
Philip Morris | US7181721090 | 2.38 | 145.32 | +10.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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