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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1018 | 1154 | 1003 | 1121 | 1499 |
Fund Return | 5.84% | 1.76% | 15.4% | 0.09% | 2.32% | 4.13% |
Place in category | 151 | 63 | 65 | 241 | 150 | 6 |
% in Category | 43 | 19 | 14 | 77 | 55 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.94B | 1.81 | -0.10 | 2.31 | ||
Nuveen Limited Term Municipal BondI | 4.21B | 1.33 | 0.51 | 1.72 | ||
Nuveen Preferred Securities I | 3.67B | 9.28 | 1.55 | 4.75 | ||
Nuveen Santa Barbara Dividend GrowI | 2.65B | 16.59 | 8.87 | 11.13 | ||
Nuveen All-American Municipal BondA | 2.06B | 2.26 | -2.54 | 2.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Div Inc Instl | 1.4B | 5.18 | 0.91 | 3.46 | ||
Principal Global Div Inc A | 967.59M | 4.76 | 0.54 | 3.12 | ||
Nuveen NWQ Flexible Income A | 181.69M | 0.07 | -0.39 | 3.85 | ||
API Multi-Asset Income Institutiona | 195.44M | 7.15 | 0.40 | 2.76 | ||
Principal Global Div Inc C | 130.6M | 0.31 | 0.64 | 2.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup Inc. 6.25% | - | 2.24 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 2.11 | - | - | |
Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC / (Al | - | 2.02 | - | - | |
Vistra Corp 8% | - | 2.01 | - | - | |
Columbia Pipelines Operating Co. LLC 6.54% | - | 1.66 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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