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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1025 | 1171 | 1016 | 1129 | 1438 |
Fund Return | 8.42% | 2.53% | 17.1% | 0.54% | 2.45% | 3.7% |
Place in category | 66 | 67 | 62 | 44 | 41 | 32 |
% in Category | 95 | 92 | 93 | 57 | 62 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 7.03B | 2.03 | 1.33 | 2.40 | ||
Nuveen Limited Term Municipal BondI | 4B | 1.51 | 1.69 | 1.84 | ||
Nuveen Preferred Securities I | 3.75B | 2.14 | 3.65 | 4.74 | ||
Nuveen Santa Barbara Dividend GrowI | 2.41B | 2.35 | 10.42 | 10.84 | ||
Nuveen All-American Municipal BondA | 2.06B | 1.38 | -0.98 | 2.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.12B | 1.74 | 3.21 | 4.55 | ||
Principal Preferred Securities Inst | 4.16B | 1.58 | 3.53 | 4.18 | ||
Nuveen Preferred Securities I | 3.75B | 2.14 | 3.65 | 4.74 | ||
Cohen & Steers Low Duration Pref & | 1.43B | 1.49 | 4.52 | - | ||
Principal Capital Securities S | 1.17B | 1.62 | 4.14 | 4.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barclays PLC 9.63% | - | 2.15 | - | - | |
Banco Santander, S.A. 9.63% | - | 1.50 | - | - | |
JPMorgan Chase & Co. 6.88% | - | 1.47 | - | - | |
UBS Group AG 9.25% | - | 1.47 | - | - | |
BNP Paribas SA 7.75% | - | 1.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Neutral | Neutral |
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