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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 1036 | 1322 | 1325 | 1729 | 2312 |
Fund Return | 17.12% | 3.59% | 32.23% | 9.85% | 11.57% | 8.74% |
Place in category | 284 | 334 | 318 | 89 | 326 | 456 |
% in Category | 26 | 28 | 28 | 12 | 33 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.97B | 0.73 | 0.70 | 2.16 | ||
Nuveen Limited Term Municipal BondI | 4.13B | 0.71 | 1.30 | 1.71 | ||
Nuveen Preferred Securities I | 3.7B | 0.94 | 2.43 | 4.75 | ||
Nuveen Santa Barbara Dividend GrowI | 2.55B | 2.51 | 9.27 | 11.56 | ||
Nuveen All-American Municipal BondA | 2.06B | 0.34 | -1.66 | 1.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.08B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.27 | 66.70 | -2.46% | |
General Motors | US37045V1008 | 3.19 | 46.29 | -3.34% | |
Wells Fargo&Co | US9497461015 | 3.14 | 77.50 | -1.44% | |
Walmart | US9311421039 | 3.12 | 94.78 | -2.50% | |
JPMorgan | US46625H1005 | 2.90 | 264.24 | -0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Neutral |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Buy |
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