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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1008 | 1038 | 1040 | 1045 | 1268 |
Fund Return | 2.03% | 0.82% | 3.8% | 1.33% | 0.88% | 2.4% |
Place in category | 2 | 5 | 64 | 93 | 85 | 25 |
% in Category | 1 | 3 | 23 | 37 | 36 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Limited Term Municipal BondI | 4B | 1.51 | 1.69 | 1.84 | ||
Nuveen Preferred Securities I | 3.72B | 2.14 | 3.65 | 4.74 | ||
Nuveen Santa Barbara Dividend GrowI | 2.55B | 2.35 | 10.42 | 10.84 | ||
Nuveen All-American Municipal BondA | 2.06B | 1.38 | -0.98 | 2.14 | ||
Nuveen All-American Municipal Bond | 1.9B | 1.41 | -0.77 | 2.34 |
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 | 12.02B | 1.29 | 1.08 | 2.29 | ||
Goldman Sachs Dynamic Municipal | 5.98B | 1.38 | 1.76 | 2.89 | ||
American Funds Tax-Exempt Bond F2 | 5.9B | 1.32 | 1.26 | 2.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | - | 0.64 | - | - | |
DISTRICT COLUMBIA TOB SETTLEMENT FING CORP 0% | - | 0.49 | - | - | |
WASHINGTON ST HSG FIN COMMN 3.5% | - | 0.49 | - | - | |
COLORADO HEALTH FACS AUTH REV 5% | - | 0.45 | - | - | |
REID HOSP & HEALTH CARE SVCS INC RICHMOND IND HOSP AUTH REV 5% | - | 0.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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