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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1007 | 1025 | 1029 | 1050 | 1231 |
Fund Return | 0.6% | 0.73% | 2.46% | 0.95% | 0.99% | 2.1% |
Place in category | 46 | 140 | 137 | 72 | 69 | 37 |
% in Category | 17 | 52 | 48 | 29 | 30 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.16B | 2.81 | 9.67 | 11.84 | ||
Russell Tax-Managed International E | 3.01B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.5B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.24B | 2.22 | 3.99 | 7.68 | ||
Russell Global Equity S | 1.02B | 3.90 | 8.46 | 10.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 74.83B | 0.48 | 1.12 | 2.15 | ||
Bridge Builder Municipal Bond | 16.42B | 0.60 | 1.07 | - | ||
American Funds Tax-Exempt Bond A | 11.89B | 0.25 | 0.58 | 2.10 | ||
Nuveen Intermediate Duration Muni | 6.89B | 0.73 | 0.70 | 2.16 | ||
Goldman Sachs Dynamic Municipal | 5.77B | 0.44 | 1.23 | 2.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | - | 0.82 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4.775% | - | 0.63 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5% | - | 0.53 | - | - | |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 0.768% | - | 0.47 | - | - | |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5% | - | 0.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Buy | Strong Sell |
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