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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1005 | 1031 | 993 | 1032 | 1159 |
Fund Return | 1.28% | 0.53% | 3.1% | -0.23% | 0.63% | 1.49% |
Place in category | 46 | 46 | 46 | 22 | 41 | 36 |
% in Category | 100 | 100 | 100 | 55 | 92 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.14B | 4.88 | 4.34 | 5.93 | ||
SEI S&P 500 Index A (SIIT) | 4.42B | 2.77 | 11.81 | 13.70 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.58B | 3.65 | 8.17 | 10.82 | ||
SEI International Equity F (SIT) | 3.18B | 5.88 | 5.41 | 5.96 | ||
SEI Global Managed Volatility A (SI | 1.89B | 3.25 | 8.34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard NJ Long-Term Tax-Exempt Ad | 2.28B | 0.29 | 0.77 | 2.90 | ||
Fidelity New Jersey Municipal Inco | 565.54M | 0.41 | 0.99 | 2.48 | ||
Franklin NJ Tax-Free Income A | 304.7M | -0.02 | -0.01 | 1.58 | ||
Vanguard NJ Long-Term Tax-Exempt In | 299.39M | 0.28 | 0.69 | 2.82 | ||
BlackRock NJ Municipal Bond Inv A | 296.43M | 0.47 | 0.22 | 2.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NEW JERSEY ST TRANSN TR FD AUTH 5% | - | 3.63 | - | - | |
NEW JERSEY ST TRANSN TR FD AUTH 5% | - | 2.75 | - | - | |
NEW JERSEY ST TRANSN TR FD AUTH 4% | - | 2.63 | - | - | |
PORT AUTH N Y & N J 5% | - | 2.55 | - | - | |
NEW JERSEY ST HIGHER ED ASSISTANCE AUTH STUD LN 5% | - | 2.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Neutral | Neutral | Buy |
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