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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1215 | 1040 | 1267 | 1365 | 1816 | 2911 |
Fund Return | 21.52% | 3.98% | 26.69% | 10.93% | 12.68% | 11.28% |
Place in category | 1138 | 1279 | 1143 | 516 | 941 | 631 |
% in Category | 80 | 91 | 81 | 39 | 79 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 7.04B | 3.12 | 0.06 | 2.43 | ||
Nuveen Limited Term Municipal BondI | 4.23B | 2.32 | 0.72 | 1.81 | ||
Nuveen Preferred Securities I | 3.64B | 9.96 | 2.14 | 4.72 | ||
Nuveen All-American Municipal BondA | 2.06B | 3.92 | -2.49 | 2.30 | ||
Nuveen All-American Municipal Bond | 2.01B | 4.14 | -2.28 | 2.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.37 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 7.33 | 436.60 | -0.10% | |
Broadcom | US11135F1012 | 4.40 | 220.79 | +1.13% | |
JPMorgan | US46625H1005 | 3.35 | 237.60 | +1.99% | |
UnitedHealth | US91324P1021 | 3.12 | 500.13 | +2.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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