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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1044 | 1229 | 1058 | 1150 | 1561 |
Fund Return | 9.35% | 4.39% | 22.91% | 1.89% | 2.83% | 4.55% |
Place in category | 129 | 5 | 106 | 182 | 302 | 134 |
% in Category | 35 | 2 | 28 | 53 | 93 | 50 |
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% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.09B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 37.07B | 16.17 | 7.37 | 7.69 | ||
American Funds Capital Income Bld | 17.63B | 11.79 | 5.49 | 5.93 | ||
American Funds Global Balanced R6 | 15.58B | 8.40 | 2.39 | 5.24 | ||
First Eagle Global A | 15.06B | 15.95 | 7.12 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Enbridge | CA29250N1050 | 1.87 | 42.84 | +0.82% | |
Evergy | US30034W1062 | 1.29 | 63.35 | -0.05% | |
Energy Transfer | US29273V1008 | 1.21 | 17.20 | +0.56% | |
Realty Income | US7561091049 | 1.18 | 56.18 | -1.27% | |
ONEOK | US6826801036 | 1.18 | 107.72 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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