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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 989 | 1332 | 1049 | 1644 | 2399 |
Fund Return | 12.16% | -1.14% | 33.25% | 1.62% | 10.45% | 9.15% |
Place in category | 120 | 193 | 184 | 323 | 164 | 46 |
% in Category | 21 | 32 | 31 | 62 | 33 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuveen Intermediate Duration Muni | 6.89B | 3.12 | 0.06 | 2.43 | ||
Nuveen Limited Term Municipal BondI | 4.12B | 2.32 | 0.72 | 1.81 | ||
Nuveen Preferred Securities I | 3.65B | 9.96 | 2.14 | 4.72 | ||
Nuveen Santa Barbara Dividend GrowI | 2.54B | 21.52 | 10.93 | 11.28 | ||
Nuveen All-American Municipal BondA | 2.06B | 3.92 | -2.49 | 2.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 22.52B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.4B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wintrust | US97650W1080 | 2.33 | 128.26 | +0.53% | |
Evercore | US29977A1051 | 2.08 | 274.32 | -0.16% | |
Piper Sandler | US7240781002 | 1.89 | 297.52 | +0.90% | |
South State | US8404411097 | 1.80 | 96.15 | +0.05% | |
Northern Oil&Gas | US6655313079 | 1.76 | 39.40 | +0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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